Michael Wealth Management Group is a financial services firm committed to helping you improve your long-term financial independence. Our customized programs are designed to help grow and conserve your wealth with thoughtful decision-making and personalized service. We encourage you to explore our site and learn more about the services we provide.
Should you have any questions or would like more information on our firm, please feel free to email us or call us at 931-359-1669. We look forward to hearing from you. We take the time to understand you and your vision and time to advise you on how to work toward preserving, growing and producing income and leave a legacy.
Should you have any questions or would like more information on our firm, please feel free to email us or call us at 931-359-1669. We look forward to hearing from you. We take the time to understand you and your vision and time to advise you on how to work toward preserving, growing and producing income and leave a legacy.
Services
At Michael Wealth Management, we have a collaborative team approach that fosters confidence and trust in personal client care. Our commitment to our clients relies not on one individual but on the combined talents of all of our teammates. Each team member brings a different strength to the table and can thoughtfully look at your plan from a different perspective.
Risk Management is the core of our strategies at Michael Wealth Management Group. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. We believe that the key to long term growth is to fully understand the risk involved with every financial decision with the objective to avoid losses.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
Our "team of advisors" approach gives us the ability to plan and advise for every unique client and situation. As a collaborative team we specialize in thoughtful decision-making and remarkable customer care. As independent advisors, we have no sales quotas to meet, or company agendas to promote-addressing your goals always come first.
Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual "enjoy the journey." In life it often happens that the answers to our most pressing questions are right in our own backyards.
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