Michael Powers
- CFP®
- CPA
- PFS
Manuka Financial
Richmond, VA
Contact Michael
Michael can help you with
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Investment Analysis
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Retirement Planning
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Employee Benefits
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Tax Optimization
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Insurance Planning
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College Planning
Michael specializes in
- Early Retirement
- Financial Independence
- Couples
- Single Woman or Widow
- DIY
- Have Children or Dependents
Expertise
- Investment Analysis and Planning
- Portfolio Management
- Portfolio Guidance
- Retirement Planning
- Social Security Planning
- Benefits and Compensation Planning for Employees
- Tax Efficient Withdrawal Planning
- Tax Optimization
- Tax Preperation
- Insurance and Risk Management
- Medicare Insurance Planning
- Estate and Legacy Planning
- Charitable Giving
- Cash Flow Analysis
- Debt Management
- Saving and Investing for College
- Life Event Planning
- Tax Preparation
Pricing
Retirement Planning & Investment Management: $5,000* per quarter ($20,000 per year) flat fee plus a one-time upfront fee of $2,500.
*Fee may be higher if you have a taxable estate (currently about $13.6 million for individuals and $27.2 million for couples at the federal level, although some states have an estate tax with lower thresholds), are an owner of a complex business, require more meetings, have private investments that necessitate additional analysis, have multiple rental properties and/or have a complex financial life.
About
Interested in personal finance and saving from a young age, I had never considered advising others as a career until taking finance courses late in college. I was immediately hooked. After graduation, I began my career with a large national public accounting firm and noticed my colleagues would often ask me for financial advice.
Determined to truly make a difference in people’s lives, I transitioned from public accounting to become a financial planner and have never looked back. Over the last decade, I’ve been fortunate enough to help hundreds of families save for college, invest wisely, plan for retirement, retire with confidence and make sound financial decisions.
Prior to founding Manuka Financial, I left a successful career as Vice President of a prestigious financial planning firm where I helped manage over $900 million for families because I wanted to dedicate my life to my two passions: my family and my clients. Having two young children and seeing how quickly they grow up, I didn’t want to miss out on precious moments with them because I was always at the office. And I didn’t want to serve so many clients that I couldn’t be proactive with each and every one of them. Thus, the idea of Manuka Financial was born to serve as a trusted advisor to a select group of individuals and families while still having time to spend with my own young family.