Description: We provide retirement planning, insurance & wealth management services virtually across the US. Helping you with informed investment decisions. Meet our one of a kind team and hear their stories...
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Watch Mike's Story At Ideas By Mike, we handcraft a plan based on your story, your resources and your ideas to help achieve the financial future you’ve envisioned and worked so hard for. What is important to you in life? What experiences impacted you? What do you want to do with your money? Our philosophy is to help our clients understand the relationship they have with money and how that relates to their financial future and the future of their kids. Together, we’ll map out a plan for whatever success mean
“I got into this business at the age of 11 years old, sitting around the dining room table with my grandmother. She asked me to help count her money at the end of a long workday. She didn’t have a bank account so we stored her money in used coffee cans; I became her CFO at that young age. She pushed me to be an entrepreneur and to help people. So, essentially my first client was my grandmother who sold collard sandwiches for a living. My investment philosophy really hasn’t changed. Count every penny, count
Services at Ideas by Mike Financial Planning College Planning Tax Strategies Retirement Income Planning Health Coaching Multigenerational Wealth OUR SERVICES What to Expect at Your First Meeting We will listen and learn about your story, your resources and your ideas. We will share our story as we get to know one another. Next, we will think outside the box and create a financial plan with strategies that are customized to you and your priorities. We will meet again to review the plan and make any needed ad