Striving to help you protect and grow your wealth

We love helping our clients pursue the retirement they’ve dreamed of.

Learn How We Can Help

Get Started in 3 Easy Steps:

1. Discover

1

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

2. Evaluate

2

Using the Michael J. Bora & Associates process, we’ll examine your current financial situation and determine your retirement needs.

3. Plan

3

Receive a custom strategy designed to help you reach your unique retirement goals.

Let’s Get Started

Need More Info?

Attend a Live Event

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.

View Full Calendar

our next upcoming event:

No upcoming events.

income

Will your money last as long as you do?

Check out this 8-page guide to see why a retirement income analysis is important for your retirement.

  • Learn how an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out how to address them.
  • Read how much the average person spends on health care today. (You might be surprised at the number!)
  • Make sure you’re asking the right questions about retirement: How do I make my money last? How could a long-term care strategy help my family’s long-term medical needs?
 

Download Now