Three Best Rated® award-winning American Financial Advisors give some useful tips on financial management

Managing finances is not a simple task. At some point in our life, we all would have wished that there was some magic formula that allowed you to never worry about managing finances. 

Well, there may not be a magic formula for that, but fortunately, we have financial services to help us manage our money better and plan our future.

Tony Chan and Jason Mickool are both founders of Three Best Rated® award-winning Financial Services, Crossroads Planning, LLC, and Florida Financial Advisors. And they are both here with some valuable advice.

Tony Chan – Planning for retirement:

Retirement is something we don’t think about often until it’s too late. Although the age of retirement depends entirely on the person and his/her circumstances, Tony suggests it is safe to have a clear roadmap for your retirement.

Make a plan that works for your budget. Cut out the non-essentials. If you have a 401(k), then it will probably form the basis of your retirement savings. However, just because you have a 401(k) doesn’t mean you shouldn’t look for other ways to build your wealth for retirement.

About Tony Chan – Crossroads Planning, LLC:

Tony Chan has been in this industry for more than a decade. During his college days, he was living paycheck to paycheck while juggling multiple jobs. He did not want that to be the rest of his life.

It was around that time he began reading personal financing books. And the more he read, the more he was fanaticized by it and felt himself gravitating towards the financial industry.

“After being in the industry for about nine years. I left my old firm and founded Crossroads Planning, LLC in 2014 because I realized there is a disconnection between financial planners and accountants, especially during tax time,” he says. By bridging financial planning and tax services together, Tony and his team provide their clients with streamlined services in and around Orange, CA.

Tony is honored to receive the Three Best Rated® award once again. “It is an honor to be listed in Three Best Rated®. It feels good to know that what I am doing is right and motivates me to keep pushing forward,” he says. Tony was Nominee for 40 under 40 for InvestmentNews in 2016 and a Nominee for 40 under 40 for CPApraticeAdvisor in 2018.

Jason Mickool – Cash Management tools for small businesses:

Managing finances is crucial to run a business. But it is also one of the challenging tasks. Jason Mickool has some suggestions on tools that might be of help to small businesses.

Treasury bills are simply IOUs issued by the U.S. government to meet its short- term need for cash. They generally have maturities ranging from 90 days to one year. The minimum face value of Treasury bills is $10,000, so they are also one of the least expensive items in the money market.

Another relatively safe investment instrument is the traditional certificate of deposit (CD).

About Jason Mickool – Florida Financial Advisors:

Jason has been in the financial industry for over 27 years. “My father was a pastor and spent his life serving people. As a finance guy, I wanted the opportunity to do the same,” he says. And that is what inspired him to choose this profession.

Jason began his career at American Express Financial Advisors (now Ameriprise), where he was able to demonstrate his integrity and servitude to grow to a Field Vice President and received several awards.

Later he left the job and became the Managing Partner for New England Financial. This gave him the opportunity to follow his real passion for helping clients through financial planning.

He was working with McAdam when he moved to Florida, where he realized Floridians have needs that only Floridians understand. And this led him to start his own financial planning firm, Florida Financial Advisors, to serve the specific needs of Floridians.

“My best achievement is growing to an executive in two firms and ultimately growing a very successful business built on our values of integrity, drive, work ethic, and entrepreneurship,” he says proudly.

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