“Plans are of little importance, but planning is essential.” - Winston Churchill
A Financial Plan includes projections on investment returns, retirement, wealth accumulation totals and a summary of Net Worth; however Financial Planning is not a one-time event.
A lot can change from one year to the next. Some of it we can control, such as spending habits, income, and investment risk. Some of it we cannot control; changes to our health and longevity, the tax code, policy changes (i.e. Social Security), and market volatility. Since these, and other factors are constantly changing, I believe that the most successful financial planning relationships focus on an ongoing collaborative process between clients, and their team of advisors.
Partnering with a financial planning professional or advisor, is one of the most important financial decisions you will make. Finding the right fit will help reduce your financial stress and increase your confidence.
I hope to earn the right to be one of your trusted advisors. Complete the form below and I will contact you shortly.
MICHAEL P. GREEN
WEALTH MANAGEMENT ADVISOR
Michael P Green is a Certified Financial Planning Professional™ and Wealth Management Advisor with Apollon Wealth Management, an Independent Registered Investment Advisory Firm
Michael P Green is a Certified Financial Planning Professional and Wealth Management Advisor with Apollon Wealth Management, LLC, a registered investment advisor (RIA). Insurance services are offered through Advisor Insurance Solutions.