you have big plans for your future

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

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…

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…

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

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.

Explore Areas of Focus

Your previous experience with a Financial Advisor should not be on repeat for Us. Too often Financial Planning is only focused on Investment Planning. Below are the areas of focus we can work together with you...

Cash Flow and Saving

Saving or Spending? We make it easy to adjust and get it right..

Risk Management

Insurance and Protection - Life, Disability, Long-Term Care and more.

Investment Planning

Building accurate asset allocations and cost-conscious portfolios that are tax-aware..

Tax Planning Strategies

Potential to lower your tax bill with individualized techniques and strategies.

Financial Independence

Some retire and others start something new. It's your choice and we can help you decide.

Estate Planning

Wills, Trusts, Power of Attorney, Health Care Directive to begin.

Organization

Let's get your financial life in order to clear your mind.

Debt Management

Credit cards, School Loans and Mortgages.

Education Planning

Preparing for costs and expenses; school loans both old and new.

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.

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.

Article Highlights and Friends

We have chosen smart technologies, financial planning capabilities, portfolio diagnostics and analytics along with investment managers for you.

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

Explore Sample Scenarios

Here are a few examples of the scenarios our Client Families have faced in the past that you may be experiencing today.

Being a technology executive lends itself to using tools to DIY her finances and portfolios. Now her years of success have grown her wealth to a level she needs sophisticated strategies to protect her wealth, plan for future growth and lower her tax bill along the way.

Tech Executive
Leslie

Being less than five years from retirement can draw a in the sand for pre-retirees. Henry has had financial advisors over the years but never a comprehensive financial planner. He knows he gets one good shot at making this work and he needs more support to get there.

Pre-Retired
Henry

As a professor and educator she enjoys learning about investing and financial planning. Jessica was a long-time investing enthusiast for her personal finances until she received an inheritance and suddenly the stakes were higher. There was a need for deeper income tax planning on her inherited investment and retirement accounts together with wanting an experienced professional to carry the burden of her new assets.

Professor
Jessica

Long days during the week and active weekends focused on growing the business has him booked solid. This founder is capable of managing his own financial plan, but he has chosen to focus on other items of business and co-source his personal financial planning and investment strategies by working with a Certified Financial Planner professional.

Founder
Sean

Transitioning from Business Owner to Retiree is a big adjustment. After years of relying on revenue from the business for financial support, suddenly now her investment portfolio as a result of the business sale, is now providing most of Brenda's annual income and paying for her lifestyle.

Retired Business Owner
Brenda