you have big plans for your future

Combine our technical knowledge of financial planning with your plans to get the results you want most.

celebrate your achievements

Together we will document your financial and personal objectives. We understand that these are more than goals – they are commitments and should be celebrated when accomplished!

Just imagine…

…you can now start focusing on what you do best and what matters most while we keep your plan and portfolio on track.

You can have a guide – You can choose a path – You can have better way.

are you open minded…

to hiring a new financial planner to get a fresh view on your portfolio and plan?

Packages and Services:
First-Timer Package, Custom Package, Business-Owner Package, Portfolio Management Package, Investment Advisory, Comprehensive Financial Planning, Smart Technology, Online Virtual Meetings, Asset Allocation, Portfolio Construction, Structured Account Rebalancing, Portfolio Tax Management, Insurance Review

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Your Unique Questions

Let us help you find an individualized path to delivering on your commitments, turn your plans into action and tackle challenges along the way. We want to solve your toughest questions.

Am I on Track?

Let’s see if you are on track. We can take a deeper look into your situation today and look into the future to be sure you are on the right path.

How much fun can I afford?

Funding leisure time and more. Let’s get your passions documented in your plan.

How can I pay less in taxes?

Lowering your tax bill takes a critical view and specific industry experience. We can help.

Our Leadership

Mike Kurz

CEO - Financial Planner

Owner and CEO of OverShare Advice and Planning, Mike began his journey in Financial Planning over 20 years ago. His professional experience includes coaching on investment strategies, portfolio tax planning along with formalized Financial Planning. Mike has a passion to share the techniques he has learned through years of experience with the intention of helping Clients work towards meeting or even exceeding their goals. He believes this is accomplished best through highly individualized planning and attention.

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Baxter

Chief Comfort Officer

Meet our CCO. Baxter is a registered Havanese and you can tell by his medium brown nose that he is what is known as a Chocolate Havanese. Baxter loves short walks around the neighborhood, he is super social and his favorite spots are at the end of the couch or on his pillow by the window.

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Packages and Services:
First-Timer Package, Custom Package, Business-Owner Package, Portfolio Management Package, Investment Advisory, Comprehensive Financial Planning, Smart Technology, Online Virtual Meetings, Asset Allocation, Portfolio Construction, Structured Account Rebalancing, Portfolio Tax Management, Insurance Review

More Details

Copyright © 2020 OverShare Advice and Planning, LLC All rights reserved. This content cannot be copied without express written consent of OverShare Advice and Planning, LLC. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.