Overview

Too often, financial advice is generic, impersonal, and disconnected from what truly matters. The questions are shallow, the plans are identical, and the result is Retirement Déjà Vu(TM). That's exactly what The One of a Kind Financial Plan(TM) challenges. With over 25 years of experience, Mike Milligan has sat across the table from people with real goals and unique dreams. He knows that effective financial planning doesn't start with spreadsheets...it starts with your story. In this powerful and practical guide, readers will discover: How to define a personal vision using Mike's Retirement CHI(TM) method A 5-step blueprint to create a plan that reflects individual values and goals Proven strategies to reduce taxes, invest wisely, and plan for the unexpected A mindset shift that fosters confidence, clarity, and true wealth Real-life stories of people who stopped settling and started thriving Whether approaching retirement, navigating a life change, or simply rethinking the role of money, this book offers a refreshing and personalized approach. Don't let someone else's formula write your future. Design a life that's truly one of a kind. This book is ideally for people looking to break away from the traditional financial advice offered by Wall Street firms and employees, insurance companies and those living by the generalized rules of the financial markets. Those folks hold our money hostage by preset rules, formulas and fees that don't live like we want to live. If you are ready to break free, The One of a Kind Financial Plan will be your main negotiation tool to free up your mind, thoughts and beliefs to create a truly One of a Kind Life.

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9781967587025

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Author Information

Mike Milligan, CFP(R), brings 26 years of experience as a fiercely independent financial strategist, author, and educator. After learning the ropes in the ""big box"" world of banks and insurance companies, Mike broke away to found his own firm-dedicated to a simple truth: Wall Street plays by its rules, and those rules aren't designed to maximize your profits. That's where Mike's One of a Kind Financial Plan(TM) comes in.Through thousands of hours in front of classrooms, behind microphones, and at the tables where real lives are changed, Mike has empowered individuals to take back control of their financial future-one negotiation at a time. Mike's approach equips you with the tactics and tools you need to say ""no"" to generic solutions and ""yes"" to the financial outcomes you deserve.If you want to stop being just another account number and finally turn the tables so you profit more, you need the One of a Kind Financial Plan(TM)-written by someone who knows the score and isn't afraid to show you how to win.

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