Mike founded Whitford Financial Planning after working in the financial services industry for 25 years. He learned the importance of planning ahead and giving back by observing his parents manage their household finances. Mike wanted to become an advisor so he could help people make informed financial decisions. He started his career with Vanguard in a mutual fund accounting role but quickly realized he wanted to work directly with clients. While at Vanguard he completed the Certified Financial Planner (TM) coursework and first became an advisor. Mike then transitioned to Rodgers & Associates where he was able to provide more in-depth tax and retirement planning services and helped to build and manage a team of advisors. At Whitford Financial Planning, we specialize in retirement, taxes, and inheritance planning. Our comprehensive services are designed to coordinate your investments, tax strategies, retirement income needs, insurance, and estate planning goals. From day one, we work to maximize the efficiency of your financial resources, and as a fiduciary, we provide solutions that are always in your best interest. Through regular meetings and communications we keep your plan on track by adjusting to economic conditions, tax law changes, and updates to your personal situation. With Whitford as your financial partner, we help you do the little things right and avoid possible costly mistakes. Visit our website to learn more! There you can schedule a call to discuss your financial goals and determine if our services are a good fit.

I'm a real estate investor and coach-at-heart with first-hand experience in landlording, property management, and adding value through late night renovations and elbow grease. It can be hard for real estate investors to find a financial advisor that's not pitching them on another insurance product or trying to persuade them to sell their properties and put the proceeds into securities the advisor can manage. I founded REWealth to be different: to bring real financial planning and conflict-free advice to those who hold or aspire to hold real estate directly. I've spent over ten years combined in finance, technology, and real estate. Before that, I was an elementary school teacher. In each role, the bar was held high to achieve excellence for clients, partners, and students. REWealth holds itself, and I hold myself, to the same high standards of execution and integrity. I'll add that while REWealth is open to servicing people from all backgrounds, my family and I are Christians and are members in good standing at our local church. Check out REWealth’s website here: https://rewealthplanning.com/