Michael McErlane (CFP®, EA, MBA, Other, RICP®)
Michael McErlane focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Tax Planning
- Cash Flow/Budgets/Credit Issues
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Debt management, risk management/insurance planning, estate planning, cash flow planning, employee benefit optimization, tax planning, income tax return preparation, tax representation, investment planning, retirement planning, education planning, and small business planning. To learn more, please visit our website at https://www.CFPforDoctors.com.Additional Information
NAPFA Start Date
January 03, 2022