Michele Green

 "I help financially savvy investors add solid strategic direction to their financial plan."

  ♦ Are you confident in your current portfolio?
  ♦ Have you reviewed your long term plan this year?
  ♦ Concerned you may be taking more risk then you should?

 Often my clients are already working with financial professionals, of course you are! What I can do is help you look at the whole picture. Are your investments enough to get you retired in the time frame you desire? Is there a way to better optomize your current financial situation?

  You and I can sit down together to answer these questions and many more.

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Together we can build your

Financial Road Map 

Together we can get you there!

"Let me help you take control of your financial future TODAY!"

 
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Disability Income Insurance

How much Disability Income Insurance do you need?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →

Newsletters

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?

Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

More Newsletters →