As your Investment Management Advice, Mike will help you define your goals for saving and investing. You might be saving money for an emergency or a specific goal. Maybe you are worried about your retirement needs. You might set all of your goals by timeframes and by priority, and which goals are the most important to you. When you work with Mike as your Investment planning, you will review all of your income, expenses, assets, and liabilities to make you fully aware of your financial position. Mike will also help you gain an understanding of how you may be able to save thousands of dollars by improving tax efficiency and interest rate efficiency.
Together with Mike, you will create a savings and investment plan that is right for you by helping you define your goals, know your financial position, calculate what you can afford, identify your investment risk profile, and then implement your investment plan and monitor your investments. Additionally, Mike will evaluate and develop tax-efficient strategies and solutions that will help improve your overall rate of return.
Our investment principles are based upon:
Michael Menninger, CFP is your Investment Management Advice with answers in King of Prussia, PA.
Do you know how much money you will retire with? Socking away money for retirement is a great idea, but how much do you really need to save? How long do you need to work to set yourself up comfortably in your golden years? According to the Social Security Administration in 2007, the OASDI trust funds, which support the social security retirement benefits along with annual taxes, will be exhausted by the year 2042.
If you're already retired, are you wondering whether your money will last? Do you hope to leave money to your children, charities, or other beneficiaries? A well-developed retirement income plan can help you maximize your assets to allow them to last longer during retirement and/or for you to increase your monthly income during the golden years. Additionally, a strategic retirement income plan can be developed to improve your tax efficiency so more money remains in your pocket.
Michael Menninger, CFP is your retirement investment planning representative in King of Prussia, PA.
As your Investment planning, Mike will help you define your goals for saving and investing. You might be saving money for an emergency or a specific goal. Maybe you are worried about your retirement needs. You might set all of your goals by timeframes and by priority, and which goals are the most important to you. When you work with Mike as your Investment planning, you will review all of your income, expenses, assets, and liabilities to make you fully aware of your financial position. Mike will also help you gain an understanding of how you may be able to save thousands of dollars by improving tax efficiency and interest rate efficiency.
Together with Mike, you will create a savings and investment plan that is right for you by helping you define your goals, know your financial position, calculate what you can afford, identify your investment risk profile, and then implement your investment plan and monitor your investments. Additionally, Mike will evaluate and develop tax-efficient strategies and solutions that will help improve your overall rate of return.
Our investment principles are based upon:
Michael Menninger, CFP is your Investment planning in King of Prussia, PA.
As your Investment Adviser Representative, Mike will help you define your goals for saving and investing. You might be saving money for an emergency or a specific goal. Maybe you are worried about your retirement needs. You might set all of your goals by timeframes and by priority, and which goals are the most important to you. When you work with Mike as your Investment planning, you will review all of your income, expenses, assets, and liabilities to make you fully aware of your financial position. Mike will also help you gain an understanding of how you may be able to save thousands of dollars by improving tax efficiency and interest rate efficiency.
Together with Mike, you will create a savings and investment plan that is right for you by helping you define your goals, know your financial position, calculate what you can afford, identify your investment risk profile, and then implement your investment plan and monitor your investments. Additionally, Mike will evaluate and develop tax-efficient strategies and solutions that will help improve your overall rate of return.
Our investment principles are based upon:
Michael Menninger, CFP is your Investment Adviser Representative in King of Prussia, PA.