Michael Palazzolo
CFP®
Fintentional LLC
Financial Planner
Michael Palazzolo
CFP®
Fintentional LLC
Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Michael Palazzolo, CFP®
Fee-Only Financial Planner serving the Detroit, MI area and clients across the country
Michael Palazzolo is a Birmingham, MI fee-only financial planner. Fintentional LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Michael Palazzolo is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Not Accepting New Clients At This Time
Michael Palazzolo is the Founder of Fintentional.
I have long been interested in learning about and helping others, with personal finance. I participated in multiple Your Money or Your Life study groups in the 90’s. Over the years, I have volunteered to prepare income taxes for low-income individuals and conducted financial education seminars as part of the Federal Reserve MoneySmart Week.
Since transitioning from my software engineering career in 2007, I have worked with people from Southeast Michigan and all over the U.S. as part of a Consumer Credit Counseling organization and a Registered Investment Advisor with over $1 Billion under management.
I live just outside of Detroit in the city of Birmingham, Michigan with my wife, Amy. We live with two Balinese cats, which occasionally make video conference appearances as the official office cats. My wife and I enjoy running, yoga, live music, good food, and conversations with our friends. We are also passionate about traveling. We have hiked in many of the National Parks in the Western United States and Alaska. Recently, we spent two great weeks in Italy where we were able to visit relatives in Sicily.
For more details on my professional background, please check out my LinkedIn profile.
Michael Palazzolo is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Do you find yourself overwhelmed with financial news and information? Are you trying to make sense of all of the different opinions on how you should be approaching your financial life? Maybe you have been working for a while and wonder if you will be able to retire someday (or soon)? Maybe you are trying to figure out if you are properly insured, investing properly, or trying to understand how Social Security might fit into your plans someday? Maybe you are thinking of taking a career sabbatical, reducing your hours or even changing careers?
If you answered yes or can identify with any of these questions, then you've landed in the right place. I work with people like you to move from feeling anxious about their money and finances to finding answers and feeling confident in their decisions. Together we will chart a customized financial course to lead a satisfied and fulfilling life.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Planning
- Tax Planning
- College Planning
Ideal Clients
- Retirees and Near Retirees
- Technology and Engineering Professionals
- Business Owners and Executives
- Experiencing Financial Transitions
- FIRE Followers
Working Together
- In-Person Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Michael Palazzolo is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Michael Palazzolo is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Michael Palazzolo is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Michael Palazzolo is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Michael Palazzolo
Office Locations:
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1495 Dorchester Rd
Birmingham, MI 48009
