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Comprehensive Wealth Management Services

Planning for the future doesn't have to be hard.
It starts with a conversation.

Our four-step process is designed to help you meet your financial goals:

Set and prioritize your goals

Guiding you through a collaborative discovery process that covers a variety of topics.

Create an action plan

Review your current situation and determine how it aligns with future goals.

Implement your plan

Personalized guidance to help you implement a plan that meets your personal and/or business needs.

Monitor your progress

Regular reviews to monitor your process and make adjustments when necessary.

Fee-based Financial Services

At Michini wealth management, we offer fee-based financial services that provide personalized attention, guidance, and cost transparency. We are committed to helping our clients achieve financial success with confidence and peace of mind. Below are a list areas that we cover.

  • Our goal is to ensure that your golden years are everything you've ever dreamed of. We'll work closely with you to understand your retirement aspirations and evaluate your income needs. By crafting a personalized retirement savings and investment strategy, we'll help secure your financial future, providing you with peace of mind and the freedom to enjoy life without worrying about outliving your resources.

  • Our dedicated team will meticulously assess your risk tolerance and investment objectives, creating an investment strategy and asset allocation plan that aligns with your unique goals. We'll continually monitor and rebalance your portfolio, enabling you to focus on what truly matters, while we diligently work to grow and protect your hard-earned wealth. Our compensation is tied to the success of our client's investments, ensuring unbiased advice tailored to their needs and goals.

  • We want you and your loved ones to feel safe and protected. Our comprehensive review of your existing insurance coverage will identify any gaps or unaddressed needs. We'll provide recommendations for insurance policies, such as life, disability, and long-term care, ensuring that you and your family are shielded from life's unforeseen challenges.

  • Our aim is to help you leave a lasting legacy for your heirs. We'll thoroughly review your estate planning documents, such as wills and trusts, and analyze potential estate tax implications. Together, we'll develop a thoughtful estate plan that safeguards your assets and seamlessly transfers them to your loved ones, honoring your wishes and providing them with financial security.

  • No one enjoys paying more taxes than necessary. Our team will identify tax-efficient investment strategies and develop a tax-savvy retirement income plan for you. We'll also review your tax return to uncover opportunities to reduce your tax burden, allowing you to preserve more of your wealth for the people and causes you care about.

  • Investing in your children's or grandchildren's education is one of the most meaningful gifts you can give. We'll help you analyze their educational savings needs and goals, and evaluate various savings options, such as 529 plans. With our support, you'll create an education savings plan that empowers the next generation to pursue their dreams.

  • Your family's financial complexities require a holistic and coordinated approach. As your wealth manager, we can provide a comprehensive suite of family office services that cater to your unique needs. family governance and multi-generational wealth education, we'll work tirelessly to support your family's financial harmony and preserve your wealth for generations to come.

The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment or tax advice. You should consult with appropriate counsel, financial professionals, and other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.

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