Michael Purcell Email & Phone Number

I'm a financial planner with a strong foundation in finance and business analytics, backed by a Master of Science in Business Analytics and a Bachelor's in Finance and Accounting. My journey into finance has been fueled by a passion for helping young professionals make informed, strategic decisions to achieve their future financial goals.Before stepping into the financial industry, I spent six years playing college football, where I developed resilience, teamwork, and leadership skills that I now bring to my professional career. My experience as a student-athlete taught me the importance of discipline, time management, and the ability to perform under pressure, qualities that are essential in the financial sector.I’m excited to apply my analytical skills and financial knowledge to guide clients in navigating their financial landscapes. Whether it’s planning for the future, managing risk, or optimizing investments, I’m committed to providing personalized strategies that align with each client's unique goals.Let’s connect and explore how we can achieve financial success together.Services Offered:- Strategic Financial Planning- Portfolio Construction and Investment Management - 401(k) Plan Management - Retirement Income Planning- Estate Planning- Executive Benefits- Tax PlanningOur current tech stack that we utilize to best serve our clients and their needs:- Altruist (custodian)- Right Capital (financial planning)- Elements (financial monitoring)- Pontera (retirement plan monitoring and rebalancing)- Social Security Timing (Social Security optimization)- Redtail (CRM)- AdvicePay (billing, invoicing, e-sign)mike@kiplingerwealth.comwww.kiplingerwealth.com513-377-5288 - Cell