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Financial Growth Management

Financial Growth Management

A fee-only Orange County California Certified Financial Planner. As a financial advisor, we offer investment management, tax planning, and retirement solutions.

  • About
    • Success Stories
    • Meet the Team
    • Contact
  • What We Do
    • Investment Management
    • Social Security Timing
    • Tax Planning
    • Retirement Planning
  • Seminars
  • FREE RETIREMENT ANALYSIS

Jason Micheli

Investing Seminar: Tax Planning Strategies for Retirement

Critical Tax Planning Strategies for Retirement Join us for this limited-time investing seminar where retirement planning experts will share the retirement tax planning strategies that can possibly help you save tens of thousands of dollars in retirement. FREE Webinar Choose a date to join our live webinar, or choose “On Demand” to watch a recording of a …

Read moreInvesting Seminar: Tax Planning Strategies for Retirement

Case Study 2: Retired

Susan, age 62, who has recently retired, wants to make sure that her investments are managed in such a way that the income from her investments can fund her current lifestyle, now that she is no longer receiving a salary. She also wants to find an advisor she can trust to manage the day-to-day aspects of investment management, so she can focus on things she enjoys doing.

Read moreCase Study 2: Retired
Retirement Case Study 1

Case Study 1: Nearing Retirement

Jeffrey and Katherine. Ages 52 & 48. Jeffrey and Katherine want to make sure that their investments are managed in such a way that the growth from their investments and the income from their current salaries will allow them to retire when Jeffrey reaches age 60. Jeffrey is an executive at an established, privately-owned technology company, and Katherine has recently re-entered the workforce.

Read moreCase Study 1: Nearing Retirement

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LOCATION

Serving clients nation-wide from Villa Park, CA

EMAIL

hello@financialgm.com

PHONE

(714) 243-4340

Book a Free Introductory Call
Certified Financial Planner Orange County California

A Fee-Only Financial Advisor in Orange County, California

Learn more about this advisor’s background on FINRA’s BrokerCheck.
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