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Employer Sponsored Retirement Plans & Private Wealth Management that focuses on "What Matters Most"...

Michelle Ogden & Company provides low cost professionally managed Retirement Plans as well as Private "Purpose Driven" Wealth Management.  We believe that everyone is blessed with Talents and it is our job to discover these Talents and use them to improve the world.  We serve Plan Sponsors & Private Clients that share our beliefs and are eager to better themselves and those around them. We are unlike other Advisors and we encourage prospective clients to meet several advisors before moving forward. Our clients can feel safe knowing their Advisor wants what is truly best for them, not only financially, but spiritually and emotionally as well!


Michelle Ogden, CRPS®, CFP®

Please take a moment and click on the links to the right to learn more about partnering with Michelle Ogden & Company LLC.   

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Michelle Ogden & Company LLC of Oviedo, Florida is a showcased Financial Advisor


 

 
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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Newsletters

HOT TOPIC: Social Security and Medicare in Crosshairs

An entitlement crisis has been looming on the horizon for several years. Unfortunately, according to the latest reports from the trustees of the Social Security and Medicare trust funds, a spike in unemployment has helped to hasten the arrival of these programs’ insolvency.

Protection for a Rainy Day

For a reasonable price, umbrella liability insurance policies can help close the gap between your auto and homeowners insurance policies and a potentially devastating liability claim.

Investing Can Be Funds

The popularity of mutual funds is not surprising, considering the benefits they can offer to investors. Some of these benefits could help make mutual funds an important part of your portfolio.

Protect Your Downside

When the economy takes a turn for the worse, bond mutual funds offer investors a chance to diversify their holdings and dampen risk.

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