About My Practice
What We Do
We are committed to helping our clients discover what is truly important to them and attain it by helping them make wise decisions about their money and their life through our integrated, tailored approach to financial planning and investment management. Our Financial Life Planning™ process helps our clients gain confidence, clarity, control and choice. Our goal is to create tangible results and have a meaningful impact on those we serve. We work primarily with individuals, couples, business owners and professionals who are seeking a partner and trusted advisor. We help you control the things you can control and manage the things you can't. Our office has a giant bulletin board with pictures of our clients, their children, grandchildren, pets, vacations and even their "dream boards." This is what we are passionate about and what we work toward; our clients enjoying the freedom of living life as fully as possible. We are committed to helping you enjoy not only riches in life, but richness of life, as well. We believe that "not everything that counts can be counted and not everything that can be counted, counts." Our focus is on what counts! Please visit our website at www.rtdfinancial.com or call for a packet of information on our services.
Michael is Vice President of RTD Financial Advisors, Inc. and has been active in the financial planning profession since 1986 and a CFP® licensee since 1989. Prior to joining RTD, Michael was a Principal and co-founder of Financial Vision Advisors, Inc., a highly successful firm specializing in comprehensive, holistic financial planning. A frequent speaker on various financial topics, Michael was the co-host of the Money & More Investment and Personal Finance Seminar held at the Georgia World Congress Center in 1998, presented by the Atlanta Journal Constitution and the Georgia Society of the ICFP and attended by over 5000 people. He has been a guest lecturer at the University of Georgia, Georgia State University and Shorter University on personal finance and economics. Michael was named a 2009, 10, 11, 12 and 2013 Five Star Best in Client Satisfaction Wealth Manager by Atlanta Magazine. In 2008, Michael was featured on Fox 5 Atlanta News regarding the effects of the market downturn on retirees. He has also been featured in The Wall Street Journal, Investment News, The Atlanta Business Chronicle and The Atlanta Journal & Constitution and in the following magazines: Time, Newsweek, Catalyst, Men’s Health, and the Journal of Financial Planning. His firm was listed as one of the “Top Ten Atlanta Financial Planning Firms”, 1996, by the Atlanta Business Chronicle.
In 2011, NABCAP recognized the Atlanta office of RTD Financial Advisors, Inc. as one of the elite advisory practices in greater Atlanta area. In 2012, CEFEX, the Centre for Fiduciary Excellence, LLC, certified RTD for its advisory services. CEFEX is an independent global assessment and certification organization. CEFEX certification helps determine the trustworthiness of investment fiduciaries.
Michael is an active member of The Financial Planning Association (FPA) and in 2009 was elected to the national FPA Board of Directors for a three-year term. He served on the local board of directors from 1996-2002 and served as president of the Georgia Chapter in 1998. He is also a mentor at FPA’s Residency Program, a client-centered training experience for new CFP®
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Considerations: Our method of compensation - fixed annual retainer.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.