Compensation
COMPENSATION METHODS
Fee OnlyCOMPENSATION CONSIDERATIONS
Fee-only advisor.
Michael Fuhr is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Evergreen Wealth Services in Mooresville, NC and the surrounding communities.
Michael believes that financial planning is the cornerstone of your financial success, starting with your unique goals and objectives. Services address the following core areas: retirement planning, investments, tax strategies, maximizing employee benefits (private and Federal), education funding, real estate financing, insurance review, estate and legacy planning and charitable giving strategies.
As an independent, fee-only Financial Advisor, Michael does not receive commissions or other incentives. He acts in your best interests as your fiduciary advisor and his only loyalty is to you.
He serves clients in the Lake Norman, Charlotte and surrounding areas. He also works with clients virtually across the country.
Michael grew up in Bucks County, Pennsylvania. He and his family reside in Mooresville, North Carolina.
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"Having your cake and eating it too" is usually beyond what we can deliver in wealth management. That has been especially true when making...
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A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primarybreadwinner dies, what...
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When planning for retirement, most people focus on saving, and rightly so. Having enough money to fund your retirement dreams is a key element...
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