ON-LINE FREE FINANCIAL PLAN
Design your own financial plan from beginning to end for free with a followup consultation at no charge from a fee-only advisor. Click on the link below and follow the instructions. When you have completed your plan, print out a copy and mail the copy to Mike's Money Team of fee-only advisors for a free review. DO NOT SUPPLY ACCOUNT NUMBERS, SOCIAL SECURITY NUMBERS OR OTHER SPECIFIC DETAILS. Do supply specific information on the funds you own, etc. for a complete review.
Mail to:
Capital Investment Advisors, Inc.
Free Plan Review Department
200 Sandy Springs Place #300
Atlanta, GA 30328
Please allow 3 weeks for a planner to review your plan and mail back to you a written review.
•For the details on the free financial plan, click here. |
PERSONAL CONSULTATIONS
Mike is a senior partner in one of the top money management firms in the country - Capital Investment Advisors, Inc. (listed in the Bloomberg 500 rankings of financial advisory firms). The web site for the firm is www.yourwealth.com. If you are outside Atlanta, you can arrange for phone consultations with one of Mike's financial planners by calling 1-888-531-0018. There is no charge for an initial one hour phone consultation. If you live in or near Atlanta, you can call 404-531-0018 to arrange a personal consultation with one of Mike's planners.
Mike encourages you to talk to any of the planners he has assembled as part of the money team at Capital Investment Advisors. Mike is available for consultations, but is usually booked several weeks ahead of time, so take advantage of the unique "money team" concept to talk to an objective financial advisor. |
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