Miceli Financial Planning is an independent, Fee-Only financial planning and investment management firm founded by Sal Miceli in 1999. We provide financial planning and investment management services for those that don't have the time, inclination, or training to do it alone. We want to build a trusting relationship with all of our clients so they may focus their attention on the most important aspects of their lives. Sign up for our Monthly Newsletter! |
Miceli Financial Planning |
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Knowing your likely life expectancy is an important factor in making long-term financial plans. 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. Determine whether you should consider refinancing your mortgage. This Cash Flow Analysis form will help you weigh your income vs. your expenses. |
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10 Partridge Lane Phone: 303-948-5789 or 866-948-5789 (toll free) |
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Please contact Miceli Financial Planning at 303-948-5789 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, Miceli Financial Planning does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a Miceli Financial Planning representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.