Our Process
Building A Financial
Road Map
At Mickelson Wealth Management, we’re dedicated to helping you map out a financial future that aligns with your goals and values.
The starting point of our relationship is a solid financial plan. A well-defined plan has the ability to serve as a road map to help you stay on course, measure your progress, and survive the inevitable speed bumps that occur along the way.
A financial plan can help you gain the confidence to pursue your dreams and goals. It is a living document. When your situation changes, so should your financial plan.
Because taxes impact almost all areas of your financial picture, we incorporate tax reduction strategies whenever possible. This tax focus sets us apart from the competition. Most wealth advisors lack the knowledge and experience needed to give tax advice.
We take a systematic approach to the financial advising process. It starts by getting to know each other and seeing if we’re a good fit.
Schedule a quick call to see if your needs match our professional experience.
How it works
Our tax-smart
financial planning process
01
We meet and start to get to know each other. Discuss your current financial situation and your goals for the future. Talk about what's important to you and your family.
02
Review & organize
We'll review and organize your records to gain a detailed understanding of your current financial picture. This includes an in-depth discussion of your goals, time horizon, and risk tolerance.
03
Develop a personalized plan
We'll create a wealth management plan that's tailored to your specific needs and objectives. We will incorporate tax-efficient strategies designed with the goal of helping you succeed.
04
Implement the plan
We meet to discuss the plan and answer your questions. Our responsibilities and our fees will be outlined very clearly. Then we put the plan into action.
05
Monitor the plan
We pay close attention to how the plan is progressing and look for opportunities to enhance it.
06
Make adjustments as needed
Life can change quickly. When changes occur that impact your financial life, we adjust your plan as needed to help you stay on course.
Areas of knowledge
Building a personalized plan to help you pursue your financial goals
Retirement Income
Planning for your retirement income needs using tax-efficient strategies
Estate & Legacy Planning
Planning for what happens to your estate after you're gone. We work with you to help secure your legacy
Applying time-tested, long-term investment strategies that align with your risk tolerance and financial goals
Insurance Guidance
Protect your family from the financial consequences of life's unexpected events. We'll help create an appropriate insurance strategy to manage your risk.
Planning for College
Tax-efficient investing for your loved ones' college education
Preparing accurate and timely tax returns for individuals, businesses, trusts, and estates
Business Planning
Integrating your business plan with your personal financial plan
Small Business Retirement Plans
Helping you choose and implement the most appropriate retirement plan for your small business
"Money’s greatest intrinsic value -- and this can’t be overstated --
is its ability to give you control over your time.”
- Morgan Housel