Gain Financial Security.  Experience Financial Peace.  Enjoy Financial Happiness.

Through expert wealth management guidance.

New Book
Coming Soon!

by Dr. Nicholas E. Michels

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For I know the plans I have for you,” declares the Lord, “plans to prosper you and not to harm you, plans to give you hope and a future.” – Jeremiah 29:11

Michels Family Financial Specializes in Building, Maximizing, and Protecting Our Clients’ Wealth.

We represent you, your life, your family, and your future. It’s not just financial planning; it’s your life. We want to help you make it great. Through our proven Complete Wealth Management process, we help build, maximize, and protect our clients’ wealth.

Stages of Life​

Proverbs tells us wisdom and understanding are worth more than silver and gold. Wisdom will make your life pleasant and will bring you peace.

Father and daughter at park dancing and holding hands.

Financial Planning

This stage of life comes quickly and is fast-paced. You are starting a family, buying homes, establishing roots, paying for college and weddings, and periodically changing jobs. 

We are passionate about helping our clients navigate and maximize this time in their life which then empowers them to enjoy life and have peace about their future. 

Happy senior couple standing in backyard

Advanced Retirement Planning

Aristotle famously discussed that the purpose and ultimate goal for all humans in life is to strive for and achieve happiness.  Gain clarity and confidence in the retirement life you have always dreamed about.

Happy multi-generation family walking in the countryside

Legacy Planning

Gain peace knowing that your loved ones are taken care of if something happens to you.  Preparing your wealth to transfer to loved ones is critical and requires meaningful and sophisticated strategies.

Do More of the Things You Love, With the People You Love.

Life is all about exciting experiences and creating lasting memories. From traveling the world and creating adventures to enjoying simple moments of love and laughter, these are the memories you and your family will treasure forever. We will help guide you to a life where you can do more of what you love, with the people you love.

Recent Posts

2024 New Rates and Contribution Limits

Navigating Legislative Changes for 2024 Here we will delve into the crucial legislative changes affecting your finances in 2024. As we step into a new ...

2024 New Rates and Contribution Limits

Navigating Legislative Changes for 2024 Here we will delve into the crucial legislative changes affecting your finances in 2024. As we step into a new ...

Let’s have a great year together!

Happy New Year! We look forward to having a great year with you. -- All information herein has been prepared solely for information purposes, and ...

Merry Christmas Wishes!

Merry Christmas and Happy Holidays! -- All information herein has been prepared solely for information purposes, and it is not an offer to buy or ...

Merry Christmas and Happy Holidays

Christmas time is our favorite time of year. Neighborhoods filled with Christmas lights and decorations, family fun and exciting traditions.  -- All information herein has been prepared solely for information purposes, and it is not an offer to buy or sell, or ...

Introducing Everly Leann (video)

We want to say thank you. We are incredibly grateful for all the love, support, prayers, and best wishes on our exciting addition to our ...