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
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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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
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
College Savings
See how much you may need to save now to cover future college costs for your child.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
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Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
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.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.