Michael Maye (CFP®, CPA/PFS, MBA)

Planning Specialties

We provide holistic comprehensive financial planning, modular financial planning, investment advisory, tax advisory, and business consulting services to our clients. Our mission is to provide our clients with highly personalized service which will enable them to attain their life goals. The firm’s philosophy focuses on goal setting as a critical element in achieving your long term goals. We strive to provide our clients with a “peace of mind” in today’s harried and complex world where many neither have the time nor inclination to fly solo when planning their financial futures. We work with clients in a variety of fashions from full comprehensive financial plans to engagements of a more limited nature such as asset allocation planning. One of the firm’s value added services is tax implications are considered in its planning recommendations as the firm’s principal is a CPA (NJ and NYS).