Fortune-500 financial strategy for individuals, small business owners, and entrepreneurs. Tax planning, investment advisory, retirement strategy, and business financial advisory — fully integrated, served nationwide.
Financial Advisory Services
Most financial advisors manage portfolios and collect fees. We build strategy. Brandt Michelet brings Fortune-500 financial planning experience — managing billions in revenue at Landry’s Inc. — to individual and small business clients who deserve the same caliber of thinking.
A comprehensive financial plan that covers cash flow, debt structure, tax efficiency, retirement, and business goals — integrated into a single strategy that actually gets executed, not filed away.
Tailored investment strategy aligned with your risk tolerance, tax situation, and timeline. We don’t push products — we build portfolios that fit your overall financial plan.
401(k), IRA, SEP-IRA, pension analysis, Social Security optimization, withdrawal strategy. We plan the full arc of your retirement, not just the accumulation phase.
For business owners: cash flow management, working capital optimization, profit maximization, business valuation, exit planning. The financial operating system your business needs to scale.
Unlike financial advisors who ignore taxes, every plan we build is tax-optimized. Investment decisions, retirement contributions, and income timing are all coordinated with your annual tax strategy.
Estate planning considerations, asset protection, trust coordination, insurance analysis. We identify the gaps in your current financial structure and build a plan to close them before they cost you.
Why Michelet Financial
Brandt Michelet built his expertise managing financial operations at scale — overseeing revenue, cost structure, and financial strategy for a Fortune-500 organization. That’s a different foundation than most financial advisors, who came up through portfolio management or sales.
The result is a financial advisory practice that thinks in terms of full business economics, not just investment returns. Tax strategy, cash flow, valuation, exit planning, and investment advisory are integrated — because in real financial life, they all affect each other.
We work with individuals building wealth, small business owners optimizing their operations, and entrepreneurs planning exits. Virtual consultations available nationwide.
Who We Work With
Consultants, freelancers, attorneys, doctors, real estate agents — if you’re billing clients and managing your own benefits and retirement, you need a financial advisor who understands self-employment economics.
From startup to $10M in revenue, we help business owners build the financial infrastructure to grow profitably, plan their exit, and keep more of what they earn.
Rental portfolios, fix-and-flip, short-term rentals — real estate creates complex tax and cash flow situations that require an advisor who understands the asset class deeply.
W-2 earners with growing investment portfolios who want more than a target-date fund — active tax management, Roth conversion strategy, and a real plan for financial independence.
Within 10 years of retirement, the financial decisions you make now have enormous long-term impact. Social Security timing, sequence-of-returns risk, Roth conversion windows, healthcare planning.
Preparing to sell your business? Exit tax planning, deal structure analysis, and post-sale wealth management to maximize what you actually take home after the transaction.
FAQ
Not a sales pitch — a genuine conversation about your financial situation and what we can do together. Free, no obligation.
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