Michelle Moses, CFP^®

Me Financial is a fee-based financial advisory firm dedicated to helping clients achieve their financial goals through clear communication, active listening, and an understanding of their unique wants and needs. We work closely with our clients to gain clarity on their financial objectives and develop personalized strategies that align with their lifestyle and dreams. Using our expertise and a wide range of financial products, we strive to provide solutions that work seamlessly for our clients. Our approach involves diversifying portfolios beyond traditional stocks and bonds, incorporating alternative investments like real estate, commodities, and private equity to create stability and generate consistent returns.

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Nontraditional Households, Women's Finances