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 can help you.
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 stated 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
How to Incorporate Tithing and Charitable Contributions Into Your Financial Plan
Dr. Nicholas E. Michels, CFP® For many people, life isn’t just about saving and accumulating money; it’s about being responsible and doing something meaningful with …
SVB & Signature Bank Collapsed: Why Banks Fail & How to Protect Your Savings
By Dr. Nicholas E. Michels, CFP® Banks play a vital role in the economy, providing individuals and businesses with access to cash, credit, and other …
Casino Night 2023
Casino Night Was a Huge Success Thanks to everyone who joined at casino night, we had a wonderful time! Here are some of the amazing …
We’re Never Too Busy to Help Someone You Care About
Dr. Nicholas E. Michels, CFP® If you ask someone what’s most important in life, you’ll likely hear things such as family, faith, health, or life …
What Is a Fee-Only Financial Advisor & Why Does It Matter?
Dr. Nicholas E. Michels, CFP® There are many types of financial advisors in the market. If you’ve done any research, you’ve likely come across the …
The Top 5 Financial Mistakes I See Pre-Retirees Make
Dr. Nicholas E. Michels, CFP® During tough economic times, savings can often be a line item that is sacrificed. But it is more important now …