• Planning for the future should be a process, not an event. Recognizing that every situation is different, the process is adjusted to fit your unique situation. Although the process is uniquely formatted for each client, there are typically several common stages.

• Determine the challenges or needs -- Before making any recommendations, help is given to identify your challenges and needs. Together, we will discuss strategies and explore potential solutions.

• Developing appropriate solutions -- Mike has many years of experience . Where appropriate, that experience and knowledge is used to assure that all possible solutions have been evaluated, and that a suitable course of action is recommended.

• Assist in implementation -- When a solution requires a financial service or product, appropriate solutions are offered. Recommendations come from a wide range of companies and diverse financial instruments.

• Review and monitor results -- Your personal or business financial situation is ever changing, due to your circumstances or the economy and tax environment. It is of utmost importance that any financial program be monitored and modified, when needed.

If you have any questions about your current financial situation or wish to schedule an appointment, send an email or call at 702 528-0366.

"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel