Michelle Rozsypal (CDFA, CFP®)
Michelle Rozsypal focuses in the
following client markets or areas of practice:
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
JMG is an employee-owned, fee-only, registered investment advisory firm, which allows us to make objective and independent decisions on behalf of our clients. We strive for positive, risk-adjusted returns that match each individual’s financial goals, values and tolerances. We’re focused on driving growth and creating value for our clients, while helping them develop plans that incorporate all facets of their financial portfolio.
Additional Information
Michelle is a Certified Financial PlannerTM professional. She is also a Certified Divorce Financial Analyst. Michelle holds a Bachelor of Science in Finance from Northern Illinois University.NAPFA Start Date
June 06, 2007