Providing personalized financial & retirement advice at reduced cost
Dr. Michael Carey, Executive Director of FuturePlan Financial, August 2026 Are you concerned about money? In The Seven Habits of Highly Effective People, Stephen Covey
Dr. Michael Carey, Executive Director of FuturePlan Financial, June 2026 I’ve taught money management seminars to hundreds of people at churches, businesses, and nonprofits. I’ve
For young people starting off on their own, paying your own expenses can feel overwhelming. Saving money for retirement can seem way out-of-reach: “I’ll wait
will be a fiduciary, legally obligated to act on your behalf. After sharing your needs, you will receive a step-by-step action plan that can lead to financial health and peace of mind. You will be encouraged as you pay off debt, set aside savings, and make the most of what you invest.