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Investment Services
A Plan for Success
A Plan for Success
Investment Services
A Plan for Success
Investment Services
Investment Services
Investment Services
Financial Review
Investment Services
Investment Services
A plan for success
- A well-grounded investment plan for the future is essential for anyone who wishes to accomplish specific financial objectives. Whether it be the idea of owning your home, making sure your children's education is well funded or ensuring a smooth and stress-free retirement. I can help you organize to realize your dreams.
- Saving, Budgeting, Investing, Tax planning, Insurance planning, Retirement planning, and Estate planning - I will guide you through the best options that work for you and your life. I will be right there by your side as you take each step.
- Frequent Reviewing and Monitoring: I will stay vigilant to make sure you stay on track to meet the objectives set out in the plan. Through constant monitoring and frequent reviews with you, I will consult with you and modify the strategies when needed.
Investment services
Protect your wealth or Grow it? Are you conservative and want to ensure your money doesn't shrink? Or do you want to reach for the stars and invest for Growth? You likely fall in the middle and need a balance of assets to achieve your goals. You and I will determine how much risk you need to achieve your goals.
Investment Advisory services offered through Rich Michaels Investments, LLC, a Registered Investment Advisor Representative. Insurance services are provided by Richard Minaya through Crump Life Insurance Services.
Financial Advisors do not provide specific tax/legal advice, and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Separate from the financial plan and my role as a financial planner, I may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan, and you are under no obligation to follow them.
Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.
Rich Michaels Investments, LLC * Richard Minaya
Fiduciary and Registered Investment Advisor Representative CRD# 6184429
Call 517.999.8888 Text 616.236.5696
Schedule time with Rich - click on logo!
Meetings are by Video or Phone unless otherwise arranged
