It Starts with a Plan
Welcome, I’m Michael Bishop, a financial consultant in Murrieta, California. I understand that individuals face unique challenges as they prepare for retirement and look to succeed with their financial goals. With a carefully thought-out plan, I aim to prepare you for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, my personalized service focuses on your needs, wants, and financial goals and objectives.
For over 35 years I've been advising families, individuals, and businesses and can help you address your needs and goals through all stages of your life.
Helpful Content
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
9 Facts About Social Security
There are things about Social Security that might surprise you.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
8 Financial Milestone Birthdays
Get ready to celebrate your financial birthdays in this informative infographic.
What Will You Do With Your Bonus or Windfall?
This article examines one's options when receiving a work bonus or other financial windfalls.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.