certified financial planner CFP investment adviser wealth manager orlando, winter park florida

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

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.

Cost of Retirement

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

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

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

Why You Want to Know How Much Your Business is Worth

An up-to-date valuation may seem like an unnecessary expense for a small business, but it could prove to be invaluable to achieving long-term goals. Knowing the current value of a business can affect how an owner might approach everything from retirement to estate conservation to a succession strategy.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

Making Money Market Funds Work for You

Some investors turn to money market funds when they are concerned about market volatility. Although money market funds may carry less risk than stocks, investing in them as a reaction to market volatility also carries the risk of missing out on potential gains when the market begins to recover.

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