About Mike Acevedo Financial Planning

In addition to helping a diverse group of individuals and families, we are passionate about serving our first responders. With more than 10 years of providing financial advice to police and firefighters, we are grateful for their continual sacrifice and consider it an honor to serve them.

We go beyond traditional portfolio management and focus on the advice that's provided. We strictly adhere to the fiduciary standard of care to provide advice in retirement planning, tax management, pension and DROP analysis, portfolio risk, life insurance and more.

How can we help?

Find out how we can help you reach your financial freedom.

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Blogs

First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of people haven’t yet started an estate plan. It’s a critical oversight that can have far-reaching implications, but this isn’t the only pitfall that can disrupt your planning efforts. Here’s a breakdown of 4 estate planning missteps and how to fix them: Mistake #1: Neglecting to Update Your Estate...

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