Financial Guidance for Life’s Important Transitions
Estate planning, retirement income and wealth transfer for Arbor Ridge residents and their families.
Welcome, Arbor Ridge residents and families. Whether you’re planning a move, have recently settled into the community, or are helping a parent through this transition, it’s important to make sure the financial side of life is just as organized as everything else. Estate plans, retirement income, investments, and long-term care decisions often deserve a fresh look during times of change.
For nearly 30 years, Michael Black has helped individuals and families throughout the Lake Norman area make confident financial decisions during life’s biggest transitions. Whether you’re planning for yourself or helping a loved one, you’ll speak directly with Michael.
He works primarily with those who have accumulated significant retirement and investment assets and want them managed as part of one coordinated financial plan.
A complimentary conversation with Michael can provide a valuable second perspective on your portfolio, retirement strategy and overall financial plan.
Welcome, Arbor Ridge Residents and Families
Prefer to Talk Now? Call Michael Directly
You’ll speak directly with Michael about your questions and priorities. The complimentary initial conversation is an opportunity to learn how Michael works and determine whether additional planning may be helpful.
Michael Black
As a fiduciary financial advisor, Michael puts his advisory clients’ interests first. He provides transparent, personalized guidance based on each client’s circumstances, objectives and financial needs.
Questions About Retirement, Care Costs or Your Family’s Financial Future?
Families often begin with one specific concern. The conversation can start wherever it matters most to you.
Major life transitions often bring financial decisions that affect more than one generation. A complimentary conversation with Michael can help you organize your questions, understand your options and determine an appropriate next step,
A Conversation May Be Helpful If You Are:
- Preparing for or adjusting to retirement
- Evaluating senior-living or long-term-care costs
- Helping a parent manage financial decisions
- Reviewing beneficiaries or estate-planning arrangements
- Managing an inheritance or wealth transfer
- Considering a retirement-plan rollover
- Concerned about retirement income
- Seeking a second perspective, even if you already have an advisor
Why Speak with Michael?
- Nearly 30 years of experience
- Direct access to Michael
- Fiduciary guidance for advisory clients
- Lake Norman and Charlotte-area experience
- Coordinated retirement, investment and wealth-transfer guidance
Retirement Income
Investment and Wealth Management
401(k), 403(b) and IRA Rollovers
Estate Planning, Wills and Trusts
Senior Living and Long-Term Care
Helping a Parent or Loved One
Concerned About Outliving Your Assets?
Michael helps clients evaluate retirement-income and withdrawal strategies intended to support their needs throughout retirement while keeping asset preservation and long-term financial goals in view.
How Michael Can Help
- Wealth Management
- Retirement and Income Planning
- 401(k) and 403(b) Rollovers and In-Service Transfers
- Traditional, Roth and SEP IRAs
- Estate Planning Services through Trust & Will
- Long-Term Care Strategies
- Life Insurance and Annuities
- Disability Insurance
- Comprehensive Financial Planning
Complimentary Retirement Planning Workbook
Your Retirement Roadmap
Get a clearer picture of where you stand today and begin thinking through the financial decisions ahead. This workbook gives you a place to organize your information, identify your priorities and help prepare for a more productive retirement-planning conversation.
The Roadmap helps you explore:
- Your income, assets, liabilities and monthly expenses
- Your current financial position and savings
- Estate-planning, insurance and tax considerations
- Market concerns and investment risk tolerance
- Retirement-income needs and the possibility of outliving your assets
- Important life transitions and long-term financial goals
- Your personal vision for retirement
You do not need to complete every section. Start with the questions and worksheets that feel most relevant to you.
Download Your Retirement Roadmap
Enter your name and email to receive the complimentary workbook. There is no cost or obligation, and no one will call unless you ask.
This workbook is provided for educational purposes only and is not intended to provide individualized investment, tax or legal advice.
Create and Maintain Your Estate-Planning Documents Online
MB Wealth Advisors offers clients access to Trust & Will’s online estate-planning platform, providing a convenient way to create and maintain estate-planning documents through a secure online process.
Trust & Will offers both will-based and trust-based estate plans. Depending on the plan selected, available documents may include a Last Will and Testament or Revocable Living Trust, Power of Attorney, Advance Healthcare Directive and HIPAA Authorization.
Wills and trusts serve different purposes. Assets properly transferred to an established and funded trust may pass outside probate, while assets governed by a will generally remain subject to the probate process.
Michael can help clients consider how their estate-planning documents coordinate with their beneficiary designations, investments, retirement accounts and insurance. Legal documents are created through the Trust & Will platform; Michael does not draft legal documents or provide legal advice.
Relationships measured in decades
Reviewers were not compensated. Individual experiences vary and may not be representative of other clients. Testimonials are no guarantee of future performance or success.
Schedule a Complimentary Conversation
Meet directly with Michael to discuss your questions, priorities and next steps.
Financial Advisor
MB Wealth Advisors – President
704.584.9363
direct
8936 Northpointe Executive Park Drive Suites 240/260
Huntersville, NC 28078
Member FINRA, SIPC, MSRB. MB Wealth Advisors and Michael Black are not affiliated with trustandwill.com or Arbor Ridge.
Michael Black, Registered Representative of Brighton Securities Corp., 1703 Monroe Avenue, Rochester, NY 14618. 585-473-3590.
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