Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her retirement plan and new life; or advising a professional couple on structuring the sale of their business and transitioning into retirement, we are consistently behind the scenes working to get you there and keep you there: on track. Our Core Competencies include: Financial Planning, Wealth Management, Risk Management, Estate Planning and Multi-Generational Asset Transfer Planning, Managing Executive Deferred Comp Assets. We use the latest and the most sophisticated tools to produce accurate and realistic analyses. We pride ourselves on our independence and ability to work with the leading experts in all fields of wealth management, accounting and estate planning to design a comprehensive and robust strategy to achieve our clients’ goals.
UpperLeft Wealth Management is here for anyone planning for and trying to figure out if they're on pace for retirement, or are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions. Our data-driven processes and strategic planning mean we help you face the curveballs life can throw at you. I am a CFP® and fiduciary, and hold an M.B.A. in finance from Columbia Business School. My reputation is built on your trust. If you're ready to look at improving your odds of success, contact me at www.upperleftwealth.com.
**$300 off closing costs for Angi members** **95% jumbo mortgages available **Veteran mortgages, very aggressive rates based on working on low margins, NO LENDER FEES** **Conventional & FHA mortgages, aggressive rates and fees based on lower margins** Mike Murgatroy has 23 years of lending experience and is an Angi Super Service Award recipient 2012-2020. Mike is also ranked in the top 1% mortgage originators in the United States. With integrity at the core of his values, you can rest assured that Mike Murgatroy will give you informed detailed mortgage advice, the same he would recommend to his own family. Utilizing the platform of Guaranteed Rate, The Home Purchase Experts℠, Mike is able to provide customized loan products to fit almost every need and is proud to be a contributing part of Guaranteed Rate’s 96% customer satisfaction rating. We pride ourselves on having a transparent process which we will walk you through every step of the way, and proud to have offered the world’s first Digital Mortgage! Start your application process today by visiting www.Rate.com/Murg and find out why so many others continue to bring their business to Mike Murgatroy. NMLS ID# 60099; Guaranteed Rate NMLS ID# 2611 http://www.nmlsconsumeraccess.org
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Mortgage Company, Financial Planning, & Home Loans.
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