• (810) 265-0412
  • jmiceli@gwnsecurities.com
Sleek & Beautiful

ABOUT

Independent. Direction. Defined.

Sleek & Beautiful

WORK WITH ME

In a fee-based business model, when you do well, the advisor does well. This encourages a sense of partnership and collaboration in planning your financial future, as opposed to just selling you an investment product here and now.  As a fee-based advisor, I have the same goal you have – the goal of growing your assets.  We both succeed when that happens.

Sleek & Beautiful

START A PLAN

I will help you identify and prioritize your goals, review your cash flows, investment, retirement plan and taxes. I provide cutting edge planning technology that enables you to gain immediate insight into your financial wellness and identify important adjustments you need to make. You'll be able to access your plan real time and monitor your progress.

Sleek & Beautiful

MY APPROACH

I believe in helping clients become confident is assessing their financial goals and participating in their own planning process.  The personal program I provide is a road map to a financial future.  I offer my clients the option of a fee-based relationship.  My conscience and my ethics have guided me toward this business model and through it, I can provide what I believe to be better guidance for my clients.

SERVICES

Why work with me.

Sleek & Beautiful

Retirement Planning

The way we approach retirement planning is about more than just having enough money to survive on; we plan so that your retirement years are as fulfilling as you always hoped they would be.

Sleek & Beautiful

Investment Planning

We make your investment portfolio work harder for you by using strategies that benefit you during upswings and keep you stable during downswings.

Sleek & Beautiful

Insurance Planning

Having the right insurance coverage protects you financially. We can help you determine the types of coverage and coverage amounts you need to protect your financial security.

Sleek & Beautiful

Education Planning

Saving for college is difficult for most families, and given the ever increasing cost of tuition, it is also difficult to plan for. When we plan education funding, we consider all of the variables at play.

POSTS

Helpful articles for you.

September 6, 2018 No Comments

Kiplinger.com life insurance article:

Kiplinger.com offers a few tips for young life insurance shoppers

estate planning
November 21, 2017 No Comments

Do you have a will? You should. CNBC explains why we all need one

Do you have a will? You should. CNBC explains why we all need one… Think you’re not rich enough to need a will? Think again

July 24, 2017 No Comments

Workplace Retirement Accounts – Forbes Article

10 Things You Need to Know About Workplace Retirement Accounts