Michael Pugh, CLU®, ChFC®, CLTC, CASL®, CEPA®
Financial Advisor
Financial Planning with Personalized Service
Financial Independence affords security, flexibility, and opportunity---the security that comes with taking care of your family financially; the flexibility to choose the work & service for which you are passionate; the opportunity to help your community. Independence is the end that wealth serves. Our mission is to help those people with whom we have a working relationship to define, plan for, and achieve their financial independence.
Since 1999, I have worked with individuals, private businesses, their owners, and their key people in the areas of retirement planning, distribution planning, business succession planning, capital allocation & investment management, risk management, and employee benefits.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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