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Michel Financial Group

5501 Bryant Road
Shingle Springs, CA 95682

Phone:

310-948-4359

E-mail:

Welcome to the Michel Financial Group website, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal insurance and financial situation. We have created this Website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

Our firm brings hundreds of years experience to your individual or business needs. We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Explores how investment strategy changes once retirement begins.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Provides tips for managing rising food prices through smart shopping.

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Shows how transfer-on-death designations help avoid probate costs.

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Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck