Meet Your Guide

No matter where you are on your financial journey, Mike will be with you every step of the way.

Mike Bobowski

Meet Mike

Michael Bobowski Founder & Financial Advisor

Mike is passionate about helping good people make good decisions that help them preserve more of their hard-earned savings. For more than a decade, Mike has been helping people pursue their financial goals, freed from beliefs that no longer serve them.

“I see so many people who don’t ever want to spend their money, but they can,” Mike says. “They either feel guilty about it or scared that they’re going to run out. They’re self-sabotaging their own wealth and enjoyment of retirement — and it doesn’t have to be that way.”

What Sets Us Apart

We go beyond retirement and financial planning. We are your point of contact for a variety of services outside of our firm like:

  • Taxes and accounting
  • Property and casualty
  • Attorneys
  • Wills and trusts
  • Medicare
  • Payroll and bookkeeping
mobile mock up of 'will your money last as long as you do' white-paper

“What I bring to the table is a breath of fresh air — a different retirement conversation.”

– Mike Bobowski, Financial Advisor

Ready to preserve what's most important?