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SERVICES WE OFFER
Fee Only Financial Planning
We provide comprehensive financial planning and investment planning for a fee. Just like a psychotherapist or your doctor, we are compensated by you and we gladly assume a fiduciary relationship with our clients.
We receive no commissions from the purchase or sale of products. We are transparent and disclose any conflicts of interest at play in your situation.
We give you the best advice possible because we are can be objective and it’s the right thing to do.Tax Planning and Preparation
We specialize in individual returns, with all of our energy and education dedicated to the individual 1040.
A professional, experienced Enrolled Agent prepares your taxes and works with you to make the moves to minimize future taxes. We'll work with you to maximize your deductions, transfer your taxable income to tax free and even correct and re-file old returns.Insurance Review
We analyze your current insurance coverage and make logical, objective recommendations and work with you to implement them with your best interests in mind.
This service covers home, auto, life, medical, long-term care, liability and disability.Goal Setting
We dig deep to understand where you’re coming from in your financial history and help you through a process to discover and articulate your most important life goals.
Almost a century ago, Napoleon Hill wrote, “Whatever the mind can conceive and believe, the mind can achieve.” We’ll help you conceive, believe and achieve.Investment Strategy
We are not traders and we don’t time the markets. We create an investment strategy and the specific tactics to make sure you never get wiped out and can prosper during the good economic times.
We will perform a personal risk assesment, analyize your portfolio and create an asset allocation strategy. By setting regual appointments, we can both advance the work and have you report on the implementation of the work.Estate Planning
We will review your will or trust and make recommendations to insure your legacy is fulfilled. Where needed we will work with you to create an estate plan where none yet exists. We will examine all of your estate tax concerns as well.
Retirement Planning and College Funding
Will you have enough for your child’s education and still have enough to retire?
We’ll find out and create the best workable solution to help you fulfill on these promises to yourself and your kids. We will review your goals and create an action plan to grow and generate the income you need.Budgeting and Cash Management
It’s your choice, your lifestyle, that is. But we will tell you if you can live your lifestyle and still hit your goals. And we will do a little arm twisting to encourage you to save for your financial independence.
We work with you to ensure good recordkeeping, analyze your cash flow and we will even train you to use QuickenTM software to keep track of your finances.
TESTIMONIALS
- We really appreciate working with Michael Rudy because he listens to us and really understands our concerns. - Pat and Tina Busch
- With Michael as my advisor, I don't have to worry about money. - Patrice McAuliffe
RELATED SEMINARS
In addition to these services, we offer several financial based seminars that are open to the general public.
Bringing Sanity to Money
In this seminar, you will learn about why money seems to be the root cause of so much simultaneous trouble and happiness in the world.
Learn More »Transitions
In this one day workshop, you will be in a supportive environment to go through your process to complete those critical and important changes in your life so you'll be free to start anew.
Learn More »