certified financial planner investment adviser wealth manager orlando, winter park florida retirement plans, 401k

Private Wealth Management 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

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

Another Update on the History of the AMT

The future of the AMT is nothing but uncertain. Therefore, it is important to consider the potential effect of the AMT on your tax liability in the coming years.

Get Ready for Earnings Season

Earnings can provide a key to understanding the performance of an individual company and the behavior of the stock market in general.

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

More Newsletters →