Michael P. Fornal, CRPC®, AIF®
Financial Advisor
Clients choose to work with Mike because he is dedicated to building significant relationships to help his clients achieve their goals and objectives. What this means is that Mike takes the time to get to know each of his clients and gain a full understanding of where they are today and where they want to be in the future. He then focuses on creating and executing personalized financial strategies to meet their objectives. The real benefit is the confidence and comfort his clients feel knowing they have a plan in place and an advisor who views their goals as a priority.
Newsletters
-
Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
-
Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
-
Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
-
All Eyes on the Earnings Picture
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
Calculators
-
Savings Accumulation
Estimate the future value of your current savings.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Car Affordability
How much can you afford to pay for a car?