Because you are here, you are probably looking for help planning out your financial future.
If that's the case, you're definitely in the right place.
More specifically though, you are looking for an expert WEALTH MANAGER.
Maybe you are struggling to create a retirement plan...
Maybe you are a business owner that is looking to sell your business in the next few years, but are wondering how to plan for a sustainable income stream...
Or, maybe you're worried about the stock market tanking and slicing your retirement savings in half and delay your retirement by several years...
Maybe you've spent the last few months or years researching financial topics online, reading financial "expert" books, watching Youtube videos, or even taking another personal finance course...and you still are overwhelmed and confused.
Maybe you're struggling to figure out how to invest your wealth according to your personal financial goals...or for retirement income.
The BIGGEST problem most people are facing is...
They aren't sure how much wealth they need to reach all of their financial goals.
The good news is, you aren't alone.
And even BETTER news is WE CAN HELP.
We speak to people every day who are struggling to wrap their heads around figuring out how much they need in order to #1 reach their financial goals, and #2 retire.
All while maintaining their ideal lifestyle throughout retirement.
We take a very comprehensive approach with our clients.
And we do this better than anyone.
Our process is sophisticated, yet simple to understand.
Planning comes first, the tools come second.
The reason that we refer to ourselves as WEALTH MANAGERS is because we don't only focus on managing your investments or selling you life insurance like everyone else...
We help you with EVERYTHING.
From investing, taxes, insurance, planning to buying your first home, buying your dream boat, purchasing your second home, social security benefit planning, creating a retirement budget, and EVERYTHING in-between.
If it has anything to do with building or protecting your wealth...or making your life more enjoyable.
WE CAN HELP.
You see, most financial professionals are timid to dive deep into someone's financial situation, beyond investments and insurance.
Because they lack expertise, resources, or they simply don't want to spend the time it takes to provide world-class wealth management services.
As you might be able to tell by now, we are different here at MICAPITAL.
We are a different breed of advisor.
We do not provide "cookie cutter" solutions.
We are fee-only.
We do not sell.
We ARE high-tech, NOT old school.
We are a fiduciary.
We aren't afraid to dive deep into your financial life.
We aren't afraid to build very detailed and sophisticated financial models.
We provide custom solutions.
AND most importantly...we are with you every step of the way.
Especially when you need us the most.
We have a VERY close relationship with each of our clients.
The reason we can is because we serve just 35 families.
And right now, we are capping this to just 50 families.
Because it allows us to get better outcomes for YOU.
Most financial advisors might work with hundreds if not thousands of clients.
We are more interested in working with fewer of our most ideal clients like:
- Business owners/entrepreneurs
- Affluent professionals
- Affluent retirees
- High-net-worth individuals
This business model allows us to spend more time on your specific situation.
4-5X MORE time spent on YOU than any advisor serving hundreds or thousands of clients.
Chances are that if you made it this far, you might be interested in working with us.
If you have been struggling to secure your financial goals and build a wealth plan...
If you need help organizing your entire financial life...
If you want to MAXIMIZE your wealth potential...
Maybe we are a fit, maybe not.
After chatting and if we decide that you are a good fit to work with us, we will let you know what the next steps are.
If we aren't the best solution for you, we'll let you know too.
We NEVER take on a client that we are 100% confident that we can help.
Even if we aren't the best solution for you, we'll point you in the right direction.
Either way, you have nothing to lose by speaking to us on the phone or chatting over coffee.
Like we said, we do not sell.
We just speak the truth.
So if you want to learn more about how we can help you craft a successful wealth plan, here's what you need to do:
1. Head over to micapital.net/meet
2. Pick out a time that works best for you.
3. After selecting a time on our calendar, you will be directed to a short questionnaire. Be sure to take the time to fill out this form prior to our meeting. This will help us get right to work, and give you the most value during the meeting.
4. Just show up to your call or meeting!
When you are ready to take your wealth planning to the next level, click the button below to get started.