A GOAL WITHOUT A PLAN IS JUST A WISH

You have goals and objectives that take finances to achieve.  Without a plan all of these will remain fantasies that may never be realized.   Having a financial plan can help make these goals a reality.  

What Do You Gain By Having a Financial Plan?

A peace of mind  knowing that you're on track for the future and what you want for your family

You will have greater confidence of where you are going in life

It will reduce your stress levels so that you can enjoy the little moments more

How does it work?

How much does it cost?

After a one-on-one with Michael and taking a complete "inventory" of your current financial picture we will deliver a detailed  financial plan that will include:

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Saving •Debt  •Budgeting  • Investment Recommendations • Education Planning 

• Insurance  •Taxes •Retirement Planning •Estate Planning

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We will create your custom financial plan for a one-time cost of only  $999*

* This is typically a $3000-$5000 service 

GET STARTED

SCHEDULE A VIRTUAL APPOINTMENT

Being virtual means you do not have to leave the  safety and comfort of your home.  As long as you have a device and the internet, we can meet.  Meet us when it is convenient for you, from wherever you are.  We can engage with you via Zoom, a secure, on-line environment.  

Want us to contact you?  Just fill out the form below and we get back to you as soon as possible.

To schedule a meeting in person call our office at (302) 251-8901

MAILING ADDRESS:

32828 Reba Rd, Suite C

Millville, DE  19967

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PHONE:

(302) 251-8901

Check the background of your financial professional on FINRA's BrokerCheck- https://brokercheck.finra.org The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by third parties to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

*Securities and advisory services offered through United Planners Financial Services, member FINRA, SIPC. Loftus Wealth Strategies and Untied Planners Financial Services are not affiliated. 

*We are licensed to sell Securities in DE,PA, MD,IL,NC. Insurance-related services may not be provided to individuals residing in any states other than DE,PA, MD,IL,NC.

302-251-8901

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