Thinking About Working With Us?
It starts by getting
to know each other
At its best, financial planning is an ongoing long-term relationship, not a quick transaction. We start by evaluating your entire picture and discussing what's most important to you and your family. We can then confirm if our menu of services is a good fit for your needs.
How it works
1
We meet and start to get to know each other. Discuss your current financial situation and your goals for the future. Talk about what's important to you and your family.
4
Implement the plan
We meet to discuss the plan and answer your questions. Our responsibilities and our fees will be outlined very clearly. Then we put the plan into action.
2
Review & organize
We'll review and organize your records to gain a detailed understanding of your current financial picture. This includes an in-depth discussion of your goals, time horizon, and risk tolerance.
5
Monitor the plan
We pay close attention to how the plan is progressing and look for opportunities to enhance it.
3
Develop a custom plan
We'll create a wealth management plan that's tailored to your specific needs and objectives. We will incorporate tax-efficient strategies designed with the goal of helping you succeed.
6
Make updates as needed
Life can change quickly. When changes occur that impact your financial life, we adjust your plan as needed to help you stay on course.
Our Focus
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 accomplish this by integrating retirement planning, investment management, and tax preparation and planning into your complete financial picture.
Our goal is to help you make the most of your hard-earned savings and achieve your ideal retirement.
