Hourly, as needed Financial Planning and Advice
Palmer Financial Planning Home Who We Are Services Common Questions Client Questionnaires Articles of Interest Useful Resources Disclosure
Palmer Financial Planning

Michael V. Palmer, CFP®

 

Michael Palmer, CFP® is founding principal of Palmer Financial Planning, a Registered Investment Advisory firm in the state of Texas.

"My clients are people that once thought only the wealthy could afford financial advice but have found that there are planners that work with people from all walks of life.  Independent, unbiased advice is something that everyone needs from time to time.

And having a professional advisor who you can

trust, on whom you can call for one question or a

complete financial analysis, can make a real difference in your life."

Mike transitioned into the financial world after many years in related corporate work. As an executive with a privately held firm, he addressed and helped shape his company's business goals, as well as its health, benefit and retirement programs. His interest in the mechanics of the finances and planning for his company made for a natural transition to his current career of working with the planning needs of small business, individuals and families. As a family man, he has had to deal with the same challenges facing many people today --- budgets and cash flow, college funding, retirement planning and the growing problem of elder care.

Mike, in earning the right to use the CFP® marks, completed the CERTIFIED FINANCIAL PLANNER™ Professional Education Program at the College of Financial Planning in Denver. He has passed a rigorous, ten-hour comprehensive examination administered by the CFP® Board of Standards -- an exam that requires extensive and comprehensive knowledge of investments, taxes, insurance, retirement planning and estate planning.He has also completed the experience requirements and continues to meet the ongoing continuing education requirements to maintain his credentials. He is a member of the Financial Planning Association, and NAPFA, the National Association of Personal Financial Advisors.

Start Building Your Financial Future Now

Mike invites you to schedule a complimentary, no-obligation "Get Acquainted" meeting to discuss your needs and how his services can help you build a brighter financial future.   Please contact him at 972-233-96534, or by email at .

CFP® and CERTIFIED FINANCIAL PLANNER(TM) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Palmer Financial Planning
6219 Sandydale Drive
Dallas, Texas 75248-3942
Phone: 214-280-7362
Fax: 972-692-5838

Write Michael V. Palmer, CFP®


Home | Who We Are | Services | Common Questions | Client Questionnaires | Articles of Interest | Useful Resources | Disclosure

©copyright 2008, Palmer Financial Planning. All Rights Reserved