Hello Hello
Welcome
At OverShare Advice and Planning, LLC, you will enjoy the benefits of both personalized financial planning and investment management.
Meet The CEO
CEO and Financial Planner
Mike Kurz, CPWA®, CIMA®, RMA®, CFP®, CAIA
-25 years of experience in the world of Wealth Management
-Delivers formalized Financial Planning
-Creates Income Tax and Estate Tax Strategies
-Charitable Giving and Philanthropic Planning
-Management of investment accounts, retirement income and hedging strategies
-Family Mission Statements and Generational Wealth Structures
Visit Mike's LinkedIn Profile and YouTube Channel with links listed at the bottom of this page. In addition to his role as a Financial Planner, Mike serves as the Director of Programs for a Nonprofit Organization delivering advanced education to financial advisors nationwide.
Your Financial Planning Process
-Multi-Step Planning Process
-Focused on your priorities
-Understanding your current financial situation
-Building a clear map for your pathway forward
-State of the art financial planning online tools
-Encrypted document sharing portal
What You Should Expect
-Casual and conversational approach to your financial planning and investment discussions
-Open conversations and candid interactions mostly over Zoom and when necessary, in person
-Engagement with education on both the advantages and trade-offs for your critical decisions
The name "Over Share" reflects our commitment to transparency, client-centered disclosure, and open communication. This unbiased approach ensures that every conversation with our clients amplifies their success by fostering trust, clarity, and meaningful collaboration.
Offerings Available for You
Your Financial Planning Choices
Quick Start Financial Plan
$2500
One-Time Financial Plan - Getting You Started and On Track
Retirement Income Plan
$3500
Only for Clients 18 Months From Expected Retirement Date or Currently Retired
Fully Custom Plan with Ongoing Advice
$5000
Designed for Successfully Small Business Owners - Initial Fee with Annual Option to Renew
Investment Advisory and Portfolio Construction
Quarterly Advisory Fees
For Clients seeking a full-time advisor to manage investment, trust and retirement accounts through Charles Schwab Advisor Services with Mike as your advisor.
Review the OverShare Advice and Planning, LLC Disclosure Brochure (Form ADV Part 2 Document) for more details.
Fun Out of the Office
Cycling
Cycling
Cycling
Fishing
Cycling
Cycling
Riding
Cycling
Riding
When you are ready to say "Hello"...
OverShare Advice and Planning, LLC
Mike Kurz, CPWA®, CIMA®, RMA®, CFP®, CAIA
6136 Frisco Square Blvd, Suite 400 #1099, Frisco, TX 75034
Please leave a voice mail message or send a note as we rarely accept unscheduled phone calls: 469-777-6559 - mike@overshareadvice.com
Copyright © 2024 OverShare Advice and Planning, LLC - All Rights Reserved.