No matter where you are in your retirement journey, we can help you prepare for the next stage through holistic financial planning. While many Americans find the prospect of financial planning scary, it doesn't have to be. We believe our process is simple yet robust. We partner with you to build and monitor a plan to help put you on a path to achieving your financial goals.
Trust comes from delivering, every day, our promises to you. In keeping with our mission, we strive to maintain our core values with every client, every interaction. With over 35 years' experience in helping clients navigate retirement, we've seen all types of financial markets, economic cycles, and financial pictures.
Trust comes from delivering, every day, our promises to you. In keeping with our mission, we strive to maintain our core values with every client, every interaction. With over 35 years' experience in helping clients navigate retirement, we've seen all types of financial markets, economic cycles, and financial pictures.
Services
Our vision is built on decades of experience: We can bring clarity to your financial picture and help develop a strategy that aligns with your goals. We started River City Wealth Management with a clear vision, and that was to help Northeast Florida families transform their financial dreams into reality.
Michelle has served in the financial planning industry since 1997 where she started her career with Madden and Associates. With over 20 years of industry experience and with an entrepreneurial spirit, Michelle formed River City Wealth Management where she currently serves her clients. Michelle provides comprehensive financial planning, issue-based consulting, as well as asset allocation and management services to her clients.
There are three alternative methods of compensation that most financial advisors can fall under. We believe the differences in advisor compensation can make a significant impact on the recommendations that are provided to you. Fee Only - Fee only advisors are compensated directly by clients for the advice they give.
We believe a well-grounded financial plan is essential for anyone who wishes to accomplish specific financial objectives. Whether your goal is to own your own home, make sure your children's education is well funded, or to plan for your ideal retirement, we think it is important to clearly define your goals and lay out a plan to help achieve them.
Introductory Meeting - The purpose of this meeting is to get to know each other. We want to learn, in general terms, about your main financial goals and priorities, what you have already done to progress towards those goals, and what you are looking for in an advisor. From there we will talk about how we can help you, explain the services we provide, and what our costs will be so you can decide if we are a good fit for your needs.
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