At POWER INVESTING
We are committed to helping you achieve your financial goals.
We specialize in serving families and small businesses in transition and partnering with them to ease their financial worries
Our guiding principles are integrity, competence, and personalized service. We will work with you to create just the right personalized package of services to meet your needs.
WHO WE ARE
POWER INVESTING is an independent Registered Investment Advisor specializing in financial planning, asset management, and tax return preparation. We have a special interest in serving families and small businesses in transition. We combine the expertise of a large financial supermarket with the personal attention of a close friend, and we create just the right personalized package of services to meet our clients' needs.
Michael D. Power, Principal of POWER INVESTING, has been actively involved in investments and financial planning for over 25 years. He has successfully managed portfolios through vibrant market upturns and turbulent downturns. He is passionate about helping his clients attain a "critical mass" of wealth so they do not need to worry about their finances.
Mr. Power holds designations as a Certified Financial Planner™ professional and Enrolled Agent (enrolled to represent taxpayers before the Internal Revenue Service). His professional affiliations include EBAEA and CSEA .
A graduate of the University of California at Berkeley with a degree in molecular biology, Mr. Power worked as a scientist in the biotechnology industry prior to founding POWER INVESTING. He is the author of several scientific papers and holds several patents resulting from his work in biotechnology.
Philosophy
We believe in having partners in finance, not just one-time customers. We view a client's objectives, goals and dreams as a whole, merging their needs, lifestyle, assets and earning ability to develop a workable financial plan.
We are a fee-only firm (no commissions). We do not sell products, so our loyalties are not divided. Instead, we sell our expertise, our knowledge and our experience with hundreds of clients to bring you high-quality personalized service.
We believe in education and have attained the leading credentials in our fields. We also study history to understand human behavior, as this has a major impact on world markets and on our behavior as investors.
We do not manage money for the highest possible return or gamble on market moves. Instead, we match each client's risk tolerance to the proper investment vehicles and focus on helping clients to reach their goals. We strive to keep your costs low by using low cost investment vehicles and trading as little as possible.
We believe in service and convenience, so we usually meet clients at their home or office.
We view families as economic units unless clients specifically wish to have their assets managed separately.
We honor your privacy. We maintain strict confidentiality regarding your personal and financial information.
OUR SERVICES
Investment Advice
Financial Planning
Financial Planning
Individualized professional management
Asset allocation and rebalancing
IRA, 401k, 457, 403b guidance
Integrate financial changes with life changes
Financial Planning
Financial Planning
Financial Planning
Retirement and estate planning
Navigating financial transitions
(job loss, small business venture, early retirement) Insurance analysis
Tax Preparation
Financial Planning
Tax Preparation
Individuals Small businesses
Estates and trusts
Amended returns and late filings
Contact Me
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.