Consultation by Retirement Income Expert Michael D. Kresh
Item Number: 291
Time Left: CLOSED
Description
Michael D. Kresh, CFP® is a nationally-recognized retirement income planning expert, author and speaker. He is the Managing Member and Chief Investment Officer of Creative Wealth Management, LLC, a registered investment advisor. http://www.creativewealthllc.com
This is a highly personalized conversation and exploration of an individual or a couple's financial situation from a skilled financial expert. A two hour meeting, in person at Michael's office, Long Island , New York, or by telephone or by Go-To-Meeting - a video conference.
The philosophy of Michael's practice is to teach people to understand the difference between what they want, what they need, and what needs to happen to reach their goals. They will come away with a deeper understanding of not just their current and future financial situation, but a clearer understanding of what their goals are, and what it will take to achieve those goals -whether that means starting a new career in retirement, buying a second home, retiring early, or slowing down their working life to start new ventures.
Special Instructions
In 2012, Michael was named a NABCAP Premiere Advisor, one of Long Island’s Top Wealth Managers. The National Association of Board Certified Advisory Practices (NABCAP) is a nationally registered 501(c)(3) nonprofit organization, established to serve the needs of the investing public by helping identify top wealth managers.
Michael sits on the Editorial Review Board of the Journal of Financial Planning. He has presented before the Financial Planners Association National Conference, the Society of Financial Services Professionals National Conference, New York State Society of CPAs (NYSSCPA), the National Conference of CPA Practitioners and many regional and local financial professional groups. He is a Past President of the Financial Planning Association® Long Island Chapter.
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