Modern Financial Planning
(5 Reviews)
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In Business Since 2018
Sentiment Analysis
He conducted a financial review for me and my husband and helped answer all our major questions about how to meet our long-term financial goals.
We are going on 5+ years working together after Mike initially helped me with an inherited IRA and now helps me annually with various strategies like back door Roth’s.
I was flying blind this year and he gave me my eyes to help me make some very big decisions.
Mike Troxell, founder of Modern Financial, is tremendously knowledgeable, an expert in his field and provides best in class client support and advising.
He is a great partner and shares his personal opinions + financial knowledge for any investment/strategy related topics.
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