Michelle Mast, CFP®, CLU, MBA has  Financial Services experience of over 25 years, valuable experience at a time when good financial advice is more important than ever.

She works with individuals and small business owners to help determine whether they are on track for their financial goals. She helps to identify areas for improvement and financial strategies to fill the gaps. 

Our services include:

  • Retirement Planning
  • IRAs
  • Roth IRAs
  • 401(k)s, SEPs, SIMPLE IRAs, and other retirement plans for businesses
  • 403(b)s (TSAs)
  • Fixed and Variable Annuities
  • Insurance (both individual and group)
  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Health Insurance
  • Investments
  • Brokerage Accounts
  • Managed Accounts
  • Mutual Funds
  • College Savings: 529 Plans
  • Fee-Based Financial Plans

Please give us a call or email us to schedule your Complimentary Consultation.

 

 

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.