Michael P. Fornal, CRPC®, AIF®
Financial Advisor
Clients choose to work with Mike because he is dedicated to building significant relationships to help his clients achieve their goals and objectives. What this means is that Mike takes the time to get to know each of his clients and gain a full understanding of where they are today and where they want to be in the future. He then focuses on creating and executing personalized financial strategies to meet their objectives. The real benefit is the confidence and comfort his clients feel knowing they have a plan in place and an advisor who views their goals as a priority.
Newsletters
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Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes
This article explains the basics of capital gains taxes when selling a home.
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Where Will You Live as You Grow Older?
Many people would rather not think about the consequences of aging in general, much less that they might eventually need to rethink their living situation.
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Eight Great Investing Quotes
This article offers eight quotes from successful investors, economists, and other insightful thinkers that may help provide perspective and focus for an investing strategy.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.