Why Mickelson Wealth Management
At Mickelson Wealth Management, we don't try to be all things to all people. Our specialty is helping clients navigate the complex and challenging financial aspects of retirement.
We have an integrated approach to wealth management, with an ongoing focus on minimizing taxes. Our process incorporates retirement planning, investment management, and tax preparation and planning into your complete financial picture.
This planning process is designed for individuals and families who are looking for a long-term relationship with an independent advisor.
Our mission is to help you make the most of your hard-earned savings and pursue your ideal retirement.
Our Tax Difference
While the average wealth advisor's response to a tax question is to: “Please consult with your tax professional,” our planning process incorporates a clear understanding of your tax picture.
We will assess the tax efficiency of your current strategy and outline the most tax-advantageous order of asset withdrawals during retirement. We are well versed in topics such as: Roth IRA conversion strategies, IRA RMD and QCD rules, tax-loss harvesting, legacy tax planning, and more.
In addition, we will prepare your tax returns. We stay up to date with the latest tax laws and regulations, and will carefully analyze your situation to ensure that every eligible deduction and credit is claimed on your tax return.
Minimizing your tax burden in retirement is one of our top priorities.
We're Credentialed
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation. Erik’s profile can be found Here.
An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee.
Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years. Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights before the IRS.
"If you don't know where you're going,
you'll end up someplace else."
- Yogi Berra
