Firm Overview – OverShare Advice and Planning, LLC

Why Choose OverShare Advice and Planning

We are excited to share more about our process for delivering a Financial Planning that we believe improves the experience for you.

Financial Planning requires both technical knowledge to get the details right and emotional intelligence to ensure the details are right for you.

You will enjoy working with us! We utilize smart technologies to allow for financial planning projections that are meaningful and thourogh, encrypted file sharing to pass along documents and account statements to keep you safe, along with industry-leading portoflio analytics to analyze your current portofolio and develop the new strategies that match your financial planning objectives.

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TIMELINE

When What Will Happen

7 February

2018

Stud accounts

Finally, it all comes down to people. Creating a winning team and self-sustaining culture takes difficult work, and there is no substitute for it.

8 March

2018

Business accounting

Finally, it all comes down to people. Creating a winning team and self-sustaining culture takes difficult work, and there is no substitute for it.

10 June

2018

Tax and wealth planning

Finally, it all comes down to people. Creating a winning team and self-sustaining culture takes difficult work, and there is no substitute for it.

20 August

2018

Investment Management

Finally, it all comes down to people. Creating a winning team and self-sustaining culture takes difficult work, and there is no substitute for it.

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.

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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:

Why Choose OverShare Advice and Planning

We are excited to share more about our process for delivering a Financial Planning that we believe improves the experience for you.

Financial Planning requires both technical knowledge to get the details right and emotional intelligence to ensure the details are right for you.

You will enjoy working with us! We utilize smart technologies to allow for financial planning projections that are meaningful and thourogh, encrypted file sharing to pass along documents and account statements to keep you safe, along with industry-leading portoflio analytics to analyze your current portofolio and develop the new strategies that match your financial planning objectives.

Building Your Plan