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
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
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Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.