How does the advisor help clients – Key Takeaways:
Michael J. Schussele, CPA acts as a financial expert who offers a multitude of financial services to clients. He has an extensive background in accounting and taxation, which gives him a strong foundation in understanding complex financial situations. His goal is to help clients achieve financial stability and growth through strategic planning and thoughtful advice.
Facts and Insights:
Throughout his career, Michael J. Schussele, CPA has advised numerous clients and gained valuable insights into the world of finance. He stays up to date on the latest market trends and economic developments to provide informed advice to his clients. He also regularly assesses and evaluates different investment opportunities to help clients make the best decisions for their financial future.
Assets Under Management, Number of Advisors and Time in Business:
As of 2021, Michael J. Schussele, CPA has been in the financial services industry for over 15 years. He manages assets worth millions of dollars and is supported by a team of experienced financial advisors. His years of experience have given him the necessary expertise to guide clients through various financial challenges and opportunities.
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Financial Services Offered:
Michael J. Schussele, CPA provides a diverse range of financial services to his clients. Some of the key services he offers include financial planning, investment management, retirement planning, tax planning, and estate planning. He also offers guidance on risk management and helps clients create actionable strategies to achieve their long-term financial goals.
Client Types:
Michael J. Schussele, CPA works with a wide range of clients including high-net-worth individuals, families, small business owners, and corporations. He tailors his services to meet the specific needs of each client, taking into account their unique financial situation and goals.
Fees & Compensation:
Michael J. Schussele, CPA is a fee-based financial advisor. This means that he charges a fixed percentage of assets under management as a fee for his services. He believes in transparent and fair pricing and works with his clients to ensure they understand the fees associated with his services.
Background:
Michael J. Schussele, CPA has a strong background in accounting and finance. He graduated with a degree in accounting and has extensive experience in tax planning and preparation. He is also a Certified Public Accountant (CPA), which requires him to adhere to strict ethical standards and undergo regular continuing education to stay updated on the latest financial regulations and laws.
Financial Advisor Disclosures to Know:
As a financial advisor, Michael J. Schussele, CPA is required to disclose any potential conflicts of interest to his clients. He takes this responsibility seriously and always puts his clients’ best interests first. He also has a clean disciplinary record and has not faced any legal or ethical issues throughout his career.