Gain Financial Security. Experience Financial Peace. Enjoy Financial Happiness.
Through expert wealth management guidance.
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.
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.
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.
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.
Recent Posts
Baby Announcement!
Interview: Dan and Nick
Join Us for the 2023 Mid-Year Review
Mastering the Psychology of Investing: A Path to Financial Success
The Power of Compound Interest
