Michael Welsh (CFP®, CPA/PFS)

Michael Welsh focuses in the
following client markets or areas of practice:

Business Owners

Hourly

Investment Advice without Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Welsh Financial & Accounting Services, LLC specializes in providing comprehensive personal financial planning on a fee-only basis. We also provide personal financial planning for specific events such as retirement & pension distribution options.

Also, we offer annual financial checkups and tax planning to our clients. We do not provide the advisory service "assets under management" (usually a percent of client's investments) because we believe that the fees charged for this services will greatly reduce the client's net worth over time while investment advice and guidance can be provided in a more cost effective manner to the client through constant financial checkups and education.