Portfolio: Mike Beal Financial Planning

Mike Beal Financial Planner

Mike can work with you to create a financial plan that you will be comfortable with. Developing a financial plan consists of the following steps:

1. Review of your current situation 2. Establish goals 3. Review of estate planning and personal insurances 4. Provide recommendations in a structured financial plan 5. Implementation of plan 6. Ongoing evaluation and review of your plan.