Independent, Fee-Based Financial Advisor in Memphis, TN
People often seek the advice of a financial advisor when they face major financial decisions -- a new job, retirement, or a recent inheritance.
Having a professional guide you through the big decisions is critical, but equally important is having an advisor who can work with you every step of the way. Someone who can help you get financially organized, create a long-term strategy and help reduce the stress that comes from trying to do it all on your own.
Having been through his own share of significant life transitions, Michael Shelton, Financial Advisor in the Memphis, TN branch office of Summit Wealth Group, understands what it takes to help people become confident financial-decision makers.
Whether in times of uncertainty or moments of financial opportunity, Michael is the advisor you have a direct line with. Michael is keenly aware of the issues his clients face and is energized by helping guide them towards a better, more secure future.
You recently transitioned careers. What do you do with your old 401(k)?
If you have recently settled into a new career, you might feel a bit disorganized. You might have questions like:
- What do I do with my old 401(k)?
- How can I consolidate my retirement accounts and insurance policies?
- How can I ensure all my accounts work cohesively towards my retirement goals?
- How does my new career and income impact my budget and savings?
Starting a new job can be the perfect time to begin working with a competent financial advisor so you can get started on the right foot financially.
Managing your finances feels like a full time job. Who can you trust to help?
People like the thought of managing their finances and investments on their own, but the reality is that it takes a lot of time. Laws and regulations are constantly changing, and financial opportunities are always evolving.
The time it requires to keep up could be better spent doing what you enjoy.
Michael and his team give people their lives back by providing the time and care necessary to serve his clients with excellence. Clients experience more free time and peace of mind when they know their financial well-being is cared for by a team of competent professionals.
You recently received an inheritance. What do you do first?
If you've recently received an inheritance or a sudden windfall, there are many things you need to be aware of. Michael not only identifies those things for you but helps create strategies around:
- Tax treatment of inheritance
- Rules about required minimum distributions
- How to invest the money wisely
These are things that are not easy to find an answer to because you need a competent professional in tune with your unique situation.
Schedule an Appointment
It all starts with clicking the "Schedule Now" button below to schedule an appointment on Michael's calendar. Simply choose a time that works best for you. The Summit Memphis team will reach out to confirm the appointment.
Meet With Michael
Michael will meet with you at the scheduled time for a complimentary discovery meeting. During this meeting, Michael will learn more about your objectives and discuss specific ways he can best assist you on your financial journey.
Receive a Customized Financial Plan
After the discovery meeting, if you decide to move forward, we will create a detailed financial plan completely customized to you. You can use this as a guide to help you make life's most critical financial decisions with complete confidence.
Build Your Asset Map, Organize Your Life, Make More Informed Decisions.
The challenge for many of our clients when they first come to us is that their financial holdings are unorganized. Investment accounts, debts, income and insurance policies are all over the place. This disorganization makes it difficult to give any accounts the attention they deserve, which prohibits them from taking advantage of opportunities and costs them money. We take each of our clients through the process of building an "Asset Map." An asset map is a tool that consolidates your accounts and simplifies the financial planning process, which allows you to make better, more informed decisions about your finances.
Guess what? You do not need to wait for your meeting with a Summit advisor; you can get started on building your asset map for FREE today! Click on the button below to build yours.
Schedule a Free Consultation With Michael
Michael would welcome the opportunity to meet with you and is pleased to offer a complimentary initial consultation. Please click the "Schedule Now" button below to schedule an appointment with Michael. Initial meetings are offered in-person (if local), virtually through Zoom, or over the phone.