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.   

Here's a Positive Thought...

 

 

View Michelle Ogden, CRPS®, CFP®'s profile on LinkedIn

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


 

 
Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cost of Retirement

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

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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.

More Calculators →

Newsletters

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

More Newsletters →