Melissa Myers, CFP®

(231) 733-1166

The Key to Your Financial Future

The key to your financial future is that you do more than think about your money.  You need to make decisions about your money.

TODAY. 

Procrastination is the enemy of wealth.  Every day you wait, could be hurting your financial future.

Are you at all concerned about:

  • Building and managing your wealth?
  • Running out of money in retirement?
  • Being able to maintain your lifestyle?
  • Overspending?
  • The suitability of your investments?
  • The financial responsibility of caring for loved ones now or in the future?
  • Leaving a financial legacy?
  • Missed opportunities?
  • Making and repeating your money mistakes?
  • Paying more than your fair share of taxes?
  • Becoming a burden on your family?

 If you answered "yes" to even one of these questions, contact Melissa Myers, CFP® today or simply schedule your free call.

Plan.  Implement.  Manage.




 

Helpful Content

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Lots of Variables with Fixed-Rate Mortgages

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

 

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

The Business Cycle

How will you weather the ups and downs of the business cycle?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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