Mike Salmon

CFP®, EA

Moisand Fitzgerald Tamayo, LLC

Senior Financial Advisor

Mike Salmon

CFP®, EA

Moisand Fitzgerald Tamayo, LLC

Senior Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Mike Salmon, CFP®, EA

Fee-Only financial planner located in Tampa, FL, serving clients locally and across the country

Michael Salmon is a Tampa, FL fee-only financial planner. Moisand Fitzgerald Tamayo, LLC provides comprehensive financial planning, investment management, and tax planning to help Baby Boomers, Gen X, corporate executives and business owners organize, grow and protect their assets through life’s transition. As a fee-only, fiduciary, and independent financial advisor, Michael Salmon is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Michael Salmon is a CERTIFIED FINANCIAL PLANNER™ professional who has been with the firm since 2007. His expertise lies in the areas of retirement and tax planning. Mike assists in tax preparation of individual and corporate tax returns as well as year-end tax projections. He is also an Enrolled Agent, the highest credential the Internal Revenue Service awards. Mike was recently recognized by Financial Advisor magazine as a 2018 “10 Young Advisors to Watch".

Mike’s expertise lies in helping people make a successful transition into retirement by designing financial plans to help answer whether you have saved enough to meet your goals and desired lifestyle in retirement. Detailed cash flow planning with an emphasis on tax optimization is critical to successful liquidation of assets during retirement.

Tax planning is a very important and challenging component of an overall financial plan no matter your stage of life. Mike assists in tax preparation of individual and corporate tax returns as well as year-end tax projections. He is also an Enrolled Agent, the highest credential the Internal Revenue Service awards, giving him unlimited practice rights representing taxpayers before the IRS.

He also has experience helping Qualified Real Estate Agents make the transition to QREA status. There are many tax and retirement planning strategies available to individuals with this status.

Mike is an active member of the Central Florida chapter of Financial Planning Association, where he has participated in the “Financial Planning Hotline” for many years. His planning advice has been featured often in the Orlando Sentinel’s “Ask an Expert” column, Investopedia, and CNBC.com.

Mike earned a Bachelor of Science degree in Financial Counseling and Planning from Purdue University. He and his wife, Tiffany, have been married for 7 years and have four young children.

Mike Salmon 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.

Why choose us? Because you want your finances in the best shape possible. You want a proven team of experienced advisors who will identify the best course of action for your unique needs and circumstances.

MFT is one of the most highly acclaimed and decorated firms in the country. We are big enough to deliver an impressive breadth and depth of knowledge to help keep your finances aligned with your vision, yet small enough to be highly attentive to our clients' needs. We have an extraordinarily high client retention rate and the bulk of our new clients come from client referrals.

Personal finance has never been more complex. You deserve advice from bona fide experts who work solely for you, are objective, independent, and never get paid to sell you products.

If you become a client, you can expect:

·        Your vision for your family is our starting point. We will always focus on that vision.

·        You will get expert advice from some of the most experienced and highest-regarded advisors in the country. We are committed to maintaining leading-edge expertise.

·        You will be treated like family by a team dedicated to helping you get and keep your financial affairs in the best possible condition.

·        We will be “A Sanctuary from the Noise®.” You will not see a market barometer or breaking news on our website to create needless anxiety or clutter your financial thinking. With a sound financial plan, such fluctuating information is almost meaningless.

·        You will experience our unwavering commitment to your needs. We put our commitment in writing as few others can or will do.

·        You will receive clear and understandable communication with minimal jargon.

 

Your experience with an advisory firm is determined in large part by the interactions with the firm’s personnel. If we could highlight only one hallmark of MFT, it would be our staff’s tenure rather than our awards, national notoriety, or leadership roles held within our profession.

We strive to make MFT a great place to work. We hire smart people who relish working for the betterment of our clients. Employees stay with our firm because they have taken ownership of our mission to provide top-notch advice and service, and our clients respond to that care. 

As you can see in our January 2020 post, the financial planning community recognizes the talents of this firm. MFT has served clients well for decades, and is poised to continue to do so.

If you want proven, expert advice and world class service from a team with the breadth and depth to last through your lifetime and who show they truly care about their work and your well-being every day, MFT is the right firm for you. 

 

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Mike Salmon

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Office Locations:

  • 401 E. Jackson Street
    Suite 3300
    Tampa, FL 33602
  • 200 S. Orange Avenue
    Suite 2025
    Orlando, FL 32801

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