Concentric Fiduciary Advisors
Brad Michels, CFP®, QPFC
Certified Financial Planner™
812-944-7878
brad@myfiduciaryllc.com

Welcome to Concentric Fiduciary Advisors

Concentric Fiduciary Advisors was founded with the goal of assisting clients, both business and individual, in regards to the financial decision making process. We are an independent firm committed to helping our clients achieve their unique financial goals through an in-depth relationship with the central focus represented in our name. At Concentric we are "Working Toward a Common Center", as it is imperative for us and the client to have this same vision in our attempts to reach success on your behalf. In our process, you as the client, are always in control.

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Newsletters

Market-Moving Indicators for Monitoring Europe

If you've struggled to make sense of the ongoing European debt debacle, you're not alone. It's difficult even to keep track of all the pieces of this financial Rube ...

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Retirement Rules of Thumb

Because retirement rules of thumb are guidelines designed for the average situation, they'll tend to be "wrong" for a particular retiree as often as they're "right." ...

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Of Taxes Past, Present, and Future

With the 2011 tax filing season behind us, much attention is being paid to the expiring "Bush tax cuts"--the reduced federal income tax rates, and benefits, ...

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What happens to my retirement benefits if my employer goes out of business?

If your employer goes out of business, any retirement plan your employer sponsored will be terminated. If the plan is a 401(k) or other defined ...

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What is the Pension Benefit Guaranty Corporation?

The Pension Benefit Guaranty Corporation (PBGC) is a federal agency created by the Employee Retirement Income Security Act of 1974 (ERISA) to help protect pension plan ...

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IMPORTANT DISCLOSURES

Concentric Fiduciary Advisors is a Registered Investment Advisor.  The information presented here is not specific to any individual's personal circumstances. 

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.