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Michelle ArendTransamerica Financial Advisors
I specialize in helping people get higher rates of return, reduce taxes and reaching their financial dreams and goals. I work with families and businesses on a wide variety of financial services including tax minimization, retirement plans and retirement planning, debt reduction, employee benefit plans including 401(k), defined benefit and group health, life insurance, long-term care insurance and disability insurance.
Why someone should hire me:
I treat all clients and potential clients with respect no matter if they have a lot of money or a little.
I have a CPA background and focus on minimizing taxes. I work with clients to develop a sustainable financial roadmap to reach their goals.
Good referrals for me
- Young families that would like to start saving for tax free retirement are good referrals.
- Anyone that has been laid off or changed jobs and needs help with a non-taxable roll over of their 401(k) account into suitable account.
- A business that would like to add employee benefits like a 401(k) or group health plan.
- Any business that would like a review of the benefits.
- Anyone that is concerned about long term care costs.