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The Art of Financial Planning

MB Financial Planning, LLC

The year 2020 was certainly an eye-opener. For many of us, our lives have been forever changed one way or another. We clean our homes differently now. Our work settings may never go back to what it was before and we are certainly much more conscious of our hand-washing habits.

One area of life that came into focus is money – in many ways. The intense influx of people entering the world of “investing” that had not previously had any experience in the game, is one of those ways. Robinhood… Crypto… Tesla… Gamestop… AMC… Meme Stocks… Day Trading…

Personally… I am one of those people. Being locked down at home certainly allows you to have extra time on your hands and what better way to fill that extra time than trying to get rich, am I right? But here’s the thing…. most people have two major problems now that the world is getting back to normal.

#1 We don’t have that extra time anymore and finding time to look after your financial investments is harder and harder.

#2 We amateur investors realistically have no idea what the hell we are doing.

Fortunately, there are people in the world to help with that. Not only a client of ours but also a good friend, Michael Bronson, is one of those people – The Founder and Chief Compliance Officer at MB Financial Planning, LLC

There are many areas where we all could use help when it comes to looking after not only our current investments but also planning for the future. Cash Flow and Debt Management, Financial Goals Analysis, Tax Planning Strategies, Estate Planning, Investment Analysis, Risk Management… To name a few. Frankly, investing in equities sounds fun but when you realize what it actually means to be financially responsible, it can be a little overwhelming to do it alone. That’s where having a solid financial advisor like Michael comes in handy.

To learn more or to discuss your personal financial goals, reach out to Mike directly, or visit his website at
(401) 477-4928

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