Michael J. Budas

Financial Planner

Michael J. Budas from The Wiser Financial Group on Vimeo.

Bio

I am a Financial Planner with TFA and a partner at The Wiser Financial Group, a financial services firm located in southwest Michigan. I believe that no two clients are alike. Every person has goals that are unique to their lives. I invest time with my clients to learn and understand their personal and financial goals. I then prepare a financial plan with my goal being to assist each client to achieve their financial goals, while reducing their tax burden. Tax planning allows my clients to enjoy more of their hard earned income and keep the taxes paid to a minimum.

Specialties

My areas of concentration include providing clients with investment planning
that manages risks while providing a clear path toward their investment goals.

Experience

Financial Planner
The Wiser Financial Group | Financial Services Industry
1995 - Present

Provide clients with investment and tax planning to help them achieve their
financial goals and enjoy their retirement years.

Chief Financial Officer/Controller
KalGrafx Printing Group | Commercial Printing Industry
1993-1994

Certified Public Accountant
Plante Moran LLC | Financial Services Industry
1987-1992

Certified Public Accountant
Goodman, Demink & Company | Financial Services Industry
1982-1986

Education

Western Michigan University, B.A. in Business Administration

Personal

I have been married for 21 years to my wife, Kay and we have a wonderful daughter, Lauren. I enjoy spending time vacationing with my family, boating and attending my daughters sporting and school events. In my spare time I read many financial publications and newspapers on a daily basis. I also attend local and national professional educational conferences to continually broaden my professional skills.

Individuals with Wiser Financial Group are Registered Representatives and Investment Advisor Representatives with Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), member FINRA, SIPC and Registered Investment Advisor. Non-securities products and services are not offered through TFA. Neither TFA nor its representatives provide legal, tax or accounting advice. Persons who provide such advice do so in capacity other than as a registered representative of TFA. Wiser Financial Group is independent of TFA.