Redefining
Financial Planning
Are You on Track For Retirement?
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No estate plan in place?
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Lacking a solid plan for retirement?
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Doubting if you have enough for retirement?
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Are your investments efficient and diversified?
If any of these questions resonate with you, don’t worry you’re not alone! Schedule a free consultation today, and let’s create a personalized roadmap to help secure your financial future.
Financial Planning Mission
To provide customized financial planning for individuals, business owners, and NIPSCO union employees looking to enhance their retirement. From retirement and investment strategies to estate planning, simplifying complex decisions to align with each client’s goals.
Proven Expertise
Trusted Legacy
With several years of advisory experience at Wisely Advised, supported by the firm’s 15+ year legacy, Ken has managed diverse financial portfolios. He is dedicated to helping clients achieve secure retirements while confidently navigating complex financial decisions.
President of Crown Point Chamber of Commerce
As President of the Crown Point Chamber of Commerce for the past two years, Ken has focused on strengthening the local business community. By working closely with business owners and addressing their challenges, he has helped create a more supportive and collaborative environment for growth.
Clients Served
Individual/Family
Providing personalized financial planning to help individuals and families build wealth, plan for retirement, and secure their financial future.
Business
Partnering with business owners to optimize wealth, reduce taxes, and create long-term financial stability for their companies and employees.
NIPSCO
Guiding NIPSCO union employees in maximizing their 401(k), pension, and benefits to ensure financial security both now and in retirement.
No matter your situation, it's important to work with a financial planner who not only understands your needs but also knows how to navigate the complexities of your specific circumstances.
Resources
Who Is
Ken Michaels
Ken began his Financial Planning & Investment Advisory career at Wisely Advised as an intern in 2021. During his internship, Ken gained firsthand experience in what it takes to be a top-performing advisor. He quickly realized the importance of seeing financial planning through the lens of his clients, enabling him to understand their unique goals and craft tailored strategies to help them achieve their desired outcomes.
Ken continues to prioritize his clients' needs and aspirations. As the current President of the Crown Point Chamber of Commerce, Ken actively serves the business community, fostering connections and supporting small businesses. This role has deepened his understanding of the challenges and opportunities faced by business owners, which he brings into his advisory practice to better serve his clients.
When he isn’t in the office or engaging with the business community, Ken enjoys reading and spending time with his friends and family. A dedicated numismatist, Ken also finds joy in collecting coins and currency.
Blog
