Fintentional
Michael Palazzolo, head of the Birmingham, Mich. -based RIA Fintentional, says that as a fiduciary he's personally 'indifferent to the potential demise of the DOL rule. ' But that's not because he thinks it goes too far. 'It only covers retirement accounts,' says Palazzolo. 'Does this mean one can act as a fiduciary for retirement accounts but not for money invested outside of retirement accounts? ' Palazzolo thinks this uncertainty 'could cause even more confusion for people' despite the rule's undoubted “good intentions” toward the consumer. THINKADVISOR
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Sentiment Analysis
As a self-employed person, before working with Mike I wasn't really sure how much money I needed to be making to achieve my long-term goals, and Mike helped me answer that question and others.
He patiently worked with us to re-position our entire portfolio and I was a Principal at a large public accounting firm.
He is incredibly flexible and accommodating to different schedules (in person meetings, phone calls, Zoom video calls, emails, etc.
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