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Purpose Driven Financial Planning that focuses on "What Matters Most"...

Michelle Ogden & Company provides Private "Purpose Driven" Wealth Management as well as low cost professionally managed Retirement Plans.  We believe that everyone is blessed with Talents and it is our job to discover these Talents and use them to make the world a better place.  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

Getting Something for Giving

Charitable trusts may help your charity of choice while also providing you with potential tax benefits.

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

Test Your College Funding Knowledge

If you want to help your children or grandchildren accumulate enough money to afford college, a good first step is to become familiar with 529 plans and the Coverdell Education Savings Account.

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

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