A Destination Determines the Path You Take to Get There
Your aspirations and goals in life are your Destination.
LifePath uses a process driven approach in guiding motivated clients to well informed decisions
Mike Goyarts, AIF®, supports the long term success of his client’s financial lives
So they can spend time with the people and activities that matter most
As an unbiased, financial services professional, Mike Goyarts, AIF® acts in accordance with the fiduciary standard-always in the best interest of his clients.Learn More
Mike Goyarts, AIF® has an educational approach that takes the mystery out of building and preserving wealth.e-Book
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions.Learn More
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Protect yourself against the damage that your homeowners policy doesn’t cover.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
There are four very good reasons to start investing. Do you know what they are?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Do you have an estate strategy? You should.
Estimate your monthly and annual income from various IRA types.
Determine your potential long-term care needs and how long your current assets might last.
This calculator demonstrates the power of compound interest.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess whether you are running “in the black” or “in the red” each month.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What is your plan for health care during retirement?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
All about how missing the best market days (or the worst!) might affect your portfolio.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?