Michael Mikaelson-Mikaelson Investments & WFG

If you can go to a financial institution and pay them $2500 to construct you a plan would you do it? Probably not, what if I told you I can help you for free.Retirement, life insurance, wills and trusts, college planning for your kids, living benefits, long-term care, emergency fund, leveraging the tax system, building wealth, wealth preservation, executive bonus plans for corporations and business owners, 401k rollovers, annuities. What’s important to you and your family? M...ichael J. Mikaelson Your Financial Professional 925-699-8089 #RetirementPlanning #Financilliteracy#FinancialTips #FreeFinancialPlanning #LifeInsurance #401k #RothIRA #IRA #Annuity #MunicipalBonds #MutualFunds#

Do you struggle with that? -Ona a scalp of 1-10, what is your knowledge on RRSP and TFSP? -Do you understand how corporate or personal tax shelter works? -Do you know how to utilize life insurance for retirement savings purposes? -Do you know if you’re overpaying?... -Do you know if you’re saving enough? -What’s your Financial Independence Number? -Do you have sufficient living benefits? -Do you have an estate plan and will prep completed? If you’re unsure about any of these or don’t know what the heck this gibberish is, DM me. These are crucial to your quality of life now and in the future. What’s important to you? #financialadvisor #finance #financeplanning #education #money #success #goals #yegadvisor #investment #lifeinsurance #healthiswealth #wealth #estateplanning