Our investment philosophy is based on Nobel Prize winning research and tailored to your needs. Assessment and recommendations on insurance coverage pertaining to your specific circumstances. Recommendations to optimize your employer benefits from annual enrollment to stock option analysis. Tax implications and planning will be layered throughout all areas of our planning together.
We have established affiliations with Networks and Associations whose values, ethics and professionalism align with ours. By utilizing our network throughout these organizations we stay up to date on the newest and most cutting edge advances in the industry.
We have established affiliations with Networks and Associations whose values, ethics and professionalism align with ours. By utilizing our network throughout these organizations we stay up to date on the newest and most cutting edge advances in the industry.
Services
Hi, I'm Mike, founder of Schupak Financial Advisors. Financial planning and investing can be both intimidating and overwhelming. I want to be there to help you understand your financial picture, plan for the future and to help you avoid making costly mistakes that you may regret down the road. I am passionate about what I do and truly care about the clients I work with.
Comprehensive financial planning looks at more than just your bank account to ensure your finances are in order. Below are some of the areas with examples of how we have worked with clients to improve their overall financial picture. Our fees start at 0.95% of the assets we manage. For clients with less than $400K of managed assets, there is a $1K upfront charge and annual minimum fee starting $4K+ paid in monthly installments.
Our Investing philosophy is centered around global diversification with low fee and low turnover holdings. Our portfolios are grounded on the research and published works from well-known and Nobel Prize winning scholars such as: David Booth, Eugene Fama (Nobel Prize Winner of Economics), Robert Shiller (Nobel Prize Winner of Economics) and Mebane Faber.
Pledge 1% is a movement that encourages and empowers companies of all sizes to donate 1% of their staff time, product, profit and or equity of their choosing. Schupak Financial Advisors is proud to have become a member in 2019. Over time, as the company continues to grow and expand, our expectation is to have a larger positive impact in the world.
Reviews (2)
Jonathan Seabolt
Feb 22, 2021
Report
Jose Joaquin Sanchez
Jun 06, 2018
Report
My wife and I joined SFA about 2 years ago. Before then we knew very little about investing and budgeting, and we weren’t very confident in our retirement plan. SFA has completely changed that for us, thanks to the personalized retirement plan that was set up for us.
What was more important for us also was having someone we could reach out to as our lives continue to evolve, and I have to say they are very responsive and easy to get in touch with, either by email, phone or video chat, and in person. That truly makes all the difference.
On a personal note, we are at a point in our lives where
What was more important for us also was having someone we could reach out to as our lives continue to evolve, and I have to say they are very responsive and easy to get in touch with, either by email, phone or video chat, and in person. That truly makes all the difference.
On a personal note, we are at a point in our lives where
