Michael J Kavanagh

Contact

Michael J Kavanagh, CFP®, CLU®, ChFC®
Wealth Management Advisor

6235 Morrison Blvd
Charlotte, NC 28211-3508

Phone: 704-442-4412

Fax: 704-442-4413

Email Michael J Kavanagh

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Plan Now for Your Future

Financial success doesn't happen by chance. Transforming dreams into reality requires discipline and strategic financial planning.

When it comes to your financial goals, each decision you make and action you take can have a significant impact on your financial future.  A well-thought-out financial blueprint will help you to crystallize what you need to do today in order to retire with dignity.

Realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next.

As your Wealth Management Advisor, I will ask hard questions, listen, clarify and help you prioritize your goals before developing a financial strategy designed to help you achieve your vision for the future.

Let me help you ensure that your financial future is all you want it to be.

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Research Reveals “Financial Realities” for Americans Today

Following the global financial crisis, Americans have embraced a distinctly more conservative approach to their finances, and widened the timeframes in which they expect to achieve financial goals, according to research by Northwestern Mutual.

Financial Realities Study: Changing Timeframes

Managing Your Money In A Downturn

Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF).

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