PLAN YOUR RIDE


RIDE YOUR PLAN THRU


RETIREMENT

Affluent Texans who want to plan their ride through retirement turn to Michael Owen.

Michael simplifies complex financial issues and helps his clients drive straight to their goals with customized financial solutions.

If you want to ride into retirement smoothly, talk to Michael to determine your best route today.

What does your perfect retirement look like ?

Why should you plan with Michael ?
 

ARE YOU A RIDER?



Michael brings 26 years of investment experience and 33 years of riding experience into a unique combination for you. He plans retirements for fellow motorcyclists, and for business owners who are riders. Click here to learn more.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators →

The Land of Income Mobility

In America, just about anyone who is dissatisfied with his income has the opportunity to roll up his sleeves and move into a different income bracket.

Good Care Begins Early

Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

Looking for an End to the IPO Drought

Even if you never expect to participate in an IPO, it’s wise to keep an eye on the pace of new listings.

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