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.

Contact Us Now

Blogs

Tax Planning vs. Tax Preparation: They're Not the Same Thing

Mike Acevedo |
Categories
Tax Planning
Finance
Retirement
Investments
Many people think about taxes once a year — when April rolls around and it's time to file. By then, the year is already in the rearview mirror. The decisions that could have made a difference? Many of the deadlines for them already passed. That's the gap between tax preparation and tax planning. And understanding the difference could change how you think about your money — not just in the spring, but all year long...

Tax Planning vs. Tax Preparation: They're Not the Same Thing

Mike Acevedo |
Categories
Tax Planning
Retirement
Finance
Many people think about taxes once a year — when April rolls around and it's time to file. By then, the year is already in the rearview mirror. The decisions that could have made a difference? Many of the deadlines for them already passed. That's the gap between tax preparation and tax planning. And understanding the difference could change how you think about your money — not just in the spring, but all year long...

Click here for Dynamic’s Form CRS (Client Relationship Summary) and here for Dynamic’s ADV Firm Brochure
For additional information click here.