About My Financial Services
Are you in need of some financial services? If so, then you’ve come to the right place! A financial advisor can help you better plan your finances and give you financial advice on everything from college planning to retirement planning to investments and more. Here is some information about some of the services I offer:
Areas of focus include: emergency fund, major purchases, college planning and retirement planning.
When you work with me, I will:
Identify Your Short- and Long-Term Objectives:
As these objectives change, we’ll strategically adjust our approach according to the current state of the market with the goal that you continue to generate returns.
Determine Your Optimal Risk Tolerance:
Through a series of questions, we’ll pinpoint the exact amount of risk needed for you to pursue your goals and remain confident in our services.
Follow a Timeline That’s Right For You:
After outlining your objectives, we’ll design a strategy that aligns with your optimal timeline for pursuing your returns.
Education on the different types of assets and ensure the investments you own align with what’s important to you
Our financial planning services involve:
Your investment strategy and ensuring you’re investing your wealth in the investments that best align with your objectives.
Your spending habits so you continuously make decisions that benefit your broader financial picture.
Potential income streams and ways you can continue to contribute to your nest egg while still securing the basic necessities.
Review of your current debt and if needed design and implement a debt management plan.
We will discuss your current debt and establish an approach to pay off your debt the smart way.
Managing your debt is key for a healthy financial future. We will:
Map out your cash flow to identify problem areas
Establish a spending plan
Prioritize the debt payback strategy
Look for options to restructure debt
Saving and Investing for a Purpose
Financial Life Planning
I'm Michael Rebischke, and as a wealth advisor, my job is to help you manage your financial affairs, and put a plan in place so you can focus on enjoying the life you want to life. As life continues to evolve, the impact of every financial decision is greater than ever. I work together with my clients, providing them with easy-to-understand recommendations, and helping them implement them every step of the way.