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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.
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