Michael Black, CFP, CDFA
|
Michael is a frequent lecturer on financial topics both locally and nationally. He has been featured in the Wall Street Journal, Forbes, Money, Commercial Investment Real Estate, Bank Investment Consultant Magazine and is a regular contributor to the Arizona Republic.
He is a regular Financial Expert on Fox News 10, ABC 15, Sonoran Living Arizona Family News Channel 3, and will be featured on the nationally broadcasted Nightly Business Report on PBS in September and November 2008.
2006- "Ranking Arizona"
Ranked #8 for Best Business Financial Consulting Firm
2005- "Scottsdale Sterling Award" Finalist
Best Micro Business in Scottsdale
2004- "Scottsdale Sterling Award" Finalist
Best Micro Business in Scottsdale
|
Michael P. Black, CFP® Professional, and CDFA is an Investment Advisor Representative of Investment Advisors, a Registered Investment Advisor and a division of ProEquities, Inc. Securities offered through ProEquities, Inc., a Registered Broker-Dealer, Member, FINRA & SIPC. ProEquities` home office is located at 2801 Highway 280 S. Birmingham, AL 35223 (800)288-3035. Michael Phillips Black is independent of ProEquities, Inc. Please be advised that Michael P. Black, CFP® Professional holds licenses as a CERTIFIED FINANCIAL PLANNER" Professional, Certified Divorce Financial Analyst, Certified Worksite Instructor, Life and Health Insurance, Variable Contract Insurance Agent, Series 7 and 63 Securities. These licenses enable Michael to sell fixed life, fixed annuities, disability, long-term care, mutual funds, closed-end funds, no-load funds, stocks, bonds, options variable annuities and life policies and provide fee based investment advice in the following states: CA, CO, GA, IL, VA, AK, WA, IA, WI, NJ and of course his home state of AZ. For residents of other states, proper licenses and registrations must be obtained by Mr. Black before proceeding further. No parts of this communication should be construed as an offer to sell any security or provide investment advice or recommendations. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principle.
*Link Disclosure, Please Note: The information being provided is a courtesy. When you link to any of these web-sites provided herewith, you are leaving this site. ProEquities makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Michael Phillips Black & Associates website and assume total responsibility and risk for your use of the sites you are linking to.
CFP®, CERTIFIED FINANCIAL PLANNER" Professional and federally registered CFP (with flame logo) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
|
|
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
More
Calculators →
More Reasons to Convert
Thanks to tax law changes, converting traditional IRA assets to a Roth IRA, or rolling over employer-sponsored retirement plans to a Roth, has become more attractive.
Living Comes with Guarantees
Several types of living benefit guarantees are available that can provide valuable protection for variable annuity owners.
A Retirement Plan for One
Although most large companies are moving away from traditional defined-benefit plans, a solo defined-benefit plan may be an attractive pension option of you are a sole proprietor or if you are self-employed.
The Coming Retirement Boom
In 2008, a new era will dawn that economists and policymakers have been anticipating for years with a mixture of curiosity and trepidation: baby boomers will begin turning 62, ushering in an unprecedented long-term shift in the balance between working and retired Americans.
More
Newsletters →
|