Professional
For over ten years, Micah Landis has been providing individuals and businesses with comprehensive financial planning and business retirement plan services. Through the process of engaging with clients and developing hundreds of financial plans. He has gained insights into what makes a person or business successful in their pursuit of financial security.
As a frequent speaker and advisor to professional industry groups including medical, legal and real estate. He understands the unique challenges and opportunities that professionals often experience.
Chartered Financial Consultant (ChFC®) Designation
The ChFC® marks issued by the American College of Financial Planning is an advanced financial planning designation. Advisors that earn this distinction have completed a rigorous course of study covering topics including investment management, taxation and estate planning. In addition to the academic requirements, advisors must complete a minimum of three years of client facing work experience.
Personal
Believing that family and friends are the most important aspect to personal happiness. Micah has been fortunate to be the proud father to a wonderful daughter and blessed with a growing community of close friends.
During the more than fourteen years as a resident of Las Vegas. Micah has become an active member of the local charity scene. Often participating in charitable activities ranging from human trafficking prevention and financial literacy, to animal rescue and medical research.
The transition from career to a work optional or full retirement lifestyle is often equally exciting and frightful. The myriad of personal, financial and medical factors to consider can result in a sense of uncertainty and confusion.
We start with the development of the client vision and work down to the fine details. This process provides the answers and guidance that those entering this transition desire.
We define retirees as those that are within five to ten years of reducing their involvement in the workforce. We will also assist individuals and families that consider themselves currently retired.
Leading clients through the complexity to clarity is our mission. Our retirement planning services incorporate investment management, income needs, social security optimization, tax-efficient distribution strategies, medical needs, long-term care, pensions, legacy desires, estate planning and more.
Self-employment can be very rewarding and empowering. It also comes with unique challenges that are typically outside the professional’s area of expertise. As a trusted advisor to the self-employed, we partner with our clients to simplify their lives. Allowing them to focus their energies towards activities that are their highest and best use.
Leading clients through the complexity to clarity is our mission. Our experience and expertise will guide you through issues concerning proper entity selection, business and personal tax management, tax optimization to minimize business and personal tax obligations, personal and business cash flow, risk management, business accounting, financial record keeping and much more. Preparing the business and client for long term success is key.
This often involves establishing qualified and non-qualified retirement plans including IRA’s, SEP’s, SIMPLE’s, Solo 401K (Keogh), and Defined Benefit. In addition, we facilitate risk management insurance plans including individual and group health, short term and long-term disability, and key person or buy-sell life insurance arrangements.
Operating a successful business involves maximizing the benefits to all the key stakeholders. Including the owners and employees. Owners often seek to maximize profits and minimize tax liability. While also creating the environment for long term success. Goals including attracting and retaining the best talent, lowering tax liabilities and providing a strong, financial safety net. Can be accomplished through a well-designed benefits package. Leading clients through the complexity to clarity is our mission. By listening to the clients needs and desired outcomes. We will be able to utilize our experience and expertise in retirement and benefits plan design, to develop a strategy that balances the needs of all stakeholders.
This often involves establishing qualified and non-qualified retirement plans including IRA’s, SEP’s, SIMPLE’s, 401K, and Defined Benefit. In addition, we facilitate risk management insurance plans including group health, vision, dental, life, short term and long-term disability. Business succession needs can be addressed utilizing key person or buy-sell life insurance arrangements.
We believe that improved financial literacy and financial security of your employees builds your long-term success. By pairing the retirement and benefits plans implemented with ongoing, group financial education. Plus, individual financial planning services. We are able to provide a means of attracting and retaining the talent you need to grow.
