Michels Family Financial Second-Opinion Service Exclusively for friends, family and associates of our valued clients In this challenging economy, you probably know a friend, family member or colleague who may be in a complex situation or is just unhappy with the advice from his or her financial advisor—it’s not uncommon. We believe that many high-net-worth […]
Our passion for teaching money education stems from a profound moment in my high school years when I worked at a golf course as a cart cleaner and driving range worker. The owner, a kind and generous mentor, took the time to teach me the fundamentals of money—a gift that transformed my life in ways
The Elite Wealth Management Report Addressing the Challenges of Giving—and Receiving—Family Wealth While most people would agree that having money is better than not having money, wealth itself doesn’t guarantee a smooth, happy or successful path. That can be particularly true among those who inherit family wealth. Affluent parents and grandparents often worry about the
Are you ready to secure your financial future and become a multi-millionaire? In this video, we break down a simple, easy, and automatic method for achieving financial success, inspired by the book “The Automatic Millionaire” by David Bach. Many financial self-help books discuss the importance of wealth, but this one stands out for its specific
Automatically Become a Multi-Millionaire: Simple Financial Strategies Read More »