Today's investment climate offers various opportunities. My mission is to educate our clients and help guide them through all phases of life to meet their financial goals. We Utilize a "Show Me" vs. "Tell Me" Approach and Distinguish Ourselves in a Professional League That Few Belong. We specialize in developing a comprehensive, cohesive financial strategy that fits our clients unique needs.
Our goal is to enable you to meet short-term and long-term objectives. CURRICULUM VITAE Michael Black began his career in the Public Accounting field specializing in tax planning for both individuals and businesses. He has since redirected his practice to focus on comprehensive financial planning. Julie Berry is the Accounts and Clients Service Manager for the firm.
Our goal is to enable you to meet short-term and long-term objectives. CURRICULUM VITAE Michael Black began his career in the Public Accounting field specializing in tax planning for both individuals and businesses. He has since redirected his practice to focus on comprehensive financial planning. Julie Berry is the Accounts and Clients Service Manager for the firm.
Services
Financial planning is a vitally important step for you to fully prepare for your future. With over 30 years of professional experience, we believe it is our level of personal service that separates our firm from the crowd. We are an innovative wealth management firm that provides individually customized advice to our clients as we strive to continuously exceed their expectations every single day, without exception.
For all investors, no matter what the composition of their unique profile, understanding the drivers of investment performance and risk management provides a foundation for sound financial decision making. This knowledge inspires confidence in investment strategy and provides a framework for revising strategies as conditions change.
Smart planning is the use of interactive technology that allows both advisor and client to accumulate, track, test and measure the effectiveness of your cumulative assets to your current and future needs, wants and desires. This type of planning is interactive, meaning we allow you access to various programs where you input and control the data.
Using a Certified Divorce Financial Analyst has become a common practice in most complex divorce cases. Yet little is known about them. Julie Berry is the accounts and clients service manager for the firm. Her responsibilities include spearheading our Smart Planning Platform, customer service, managing our client database and reporting websites, and maintaining the investment information of individual clients.
If you are considering Divorce, we offer sound Financial Advice. Our Analysis will provide the framework for your post divorce future. Family Law Attorneys have been using Michael Black as their expert witness in the Financial realm for over 30 years. Using a Certified Divorce Financial Analyst has become a common practice in most complex divorce cases.
Reviews (1)
M. Korobkin
Dec 09, 2018
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My family has used Micheal Black and his staff, for about 25 years. He is very good. My father had an array of investments prior to meeting Mr Black. Michel was able to direct the family towards increasing certain investments, while helping to consolidate others. His
skill and investment knowledge have been evident over the years.
Our family is very grateful for the solid advice from Michael Black; So much so that this next generation will continue to utilize his services. He is a smart financial adviser as well as a kind person.
M. Korobkin
skill and investment knowledge have been evident over the years.
Our family is very grateful for the solid advice from Michael Black; So much so that this next generation will continue to utilize his services. He is a smart financial adviser as well as a kind person.
M. Korobkin
