Michael Heberlein, Cfp®, Ricp®, Chsnc® Email & Phone Number

Since joining Commonwealth Financial Group in 2014, my goal has been to grow and expand my practice to meet the dynamic needs of my clients, and to stay ahead of the ever-changing financial planning landscape. My primary focus is assisting clients in achieving their goals by integrating all facets of their financial lives; including retirement planning, investment strategies, risk management, estate planning, and tax mitigation.My financial planning practice has been established based on the foundational concepts of financial education and long-term relationship development. It is my goal to understand the dreams, desires, and intricacies of every client’s financial and personal lives; which allows me the ability to educate my clients on a vast portfolio of financial planning concepts, strategies, and tools applicable to their unique situation. I measure my success by my client’s understanding of a strategy’s potential impact and the confidence with which my client can implement the plan.I have also dedicated a portion of my practice to working with families who have a loved one with a special need by assisting families in developing valuable financial strategies and creating strategic financial solutions that integrate with government programs. Through my network of professionals and specialists, I am confident I can provide appropriate referrals to further assist families with their unique situations, as well as help coordinate family education and communication.