About Mike Acevedo Financial Planning

In addition to helping a diverse group of individuals and families, we are passionate about serving our first responders. With more than 10 years of providing financial advice to police and firefighters, we are grateful for their continual sacrifice and consider it an honor to serve them.

We go beyond traditional portfolio management and focus on the advice that's provided. We strictly adhere to the fiduciary standard of care to provide advice in retirement planning, tax management, pension and DROP analysis, portfolio risk, life insurance and more.

How can we help?

Find out how we can help you reach your financial freedom.

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Blogs

Mike Acevedo |
Categories
How many of your financial choices are based purely on logic? It could be fewer than you think. That’s because most of us make money decisions with our emotions in play. 1 With that, certain biases can follow. When they do, those biases can lead even the smartest, best-intentioned investors astray. Here’s how to recognize three common biases - hindsight bias, fear of missing out (FOMO), and survivorship bias - and avoid their traps. The...
When are you going to retire? How did you make that decision? Many of us look at finances and health when we’re deciding when to retire. Whether or not we realize it, we’re also considering our emotions and what we imagine for the future — we compare how we feel in our current circumstances to how we expect to feel in our anticipated retirement. 1 With that, we tend to overestimate our future emotions, thinking...

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