Broker Check
Mike Giudici, CFP®, MBA
Mike Giudici, CFP®, MBA
Choreo, LLC Senior Director, Wealth Management
http://choreoadvisors.com 563-279-0714

As a wealth manager, Mike strives to simplify the complex world of money to help clients make better decisions and lead joyful lives. With a passion for learning and teaching, he works with each client to develop unique financial plans that serve as road maps for investment, balance sheet and cashflow decisions. Mike’s attention to detail helps ensure that all aspects of the financial plan are implemented and monitored on an ongoing basis. His specialties include wealth building, retirement planning, estate transfer, college education planning and tax planning.

Mike has more than 14 years of experience in advising business owners, high net worth individuals and their families on how to meet their financial goals. 

PROFESSIONAL AFFILIATIONS AND DESIGNATIONS

CFP®
Financial Planning Association, Eastern Iowa chapter
Quad Cities Area Estate Planning Council

EDUCATION

Bachelor of Arts; finance, economics and philosophy; Saint Ambrose University
Master of Business Administration, finance concentration, University of Iowa

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Why is Turning 59 1/2 so Important?

photo of ebook cover

Hitting 59 1/2 Puts You Within Shouting Distance of Social Security Eligibility

  • Explore your retirement choices, your healthcare options, and how to move vibrantly into your golden years
  • Learn ways you can boost your retirement savings
  • Learn about the catch-up clause and how it may help you build your retirement savings

Learn How to Prepare for a Retirement

Save First

Save First

Setting money aside each paycheck is a disciplined approach.

Focus on Your Health

Focus on Your Health

Focusing on both your physical and financial well-being is important.

Boost Your Savings

Boost Your Savings

Take advantage of the catch-up contribution rules.

"Some research suggests that you should have at least $1 million in retirement savings to get you comfortably through a 30-year retirement."

-From 59 1/2: Why Is This Age So Important 

Retire Well
Is it Time for a Retirement Savings Check Up?

Is it Time for a Retirement Savings Check Up?

You're approaching a major turning point in your life. This ebook may help you prepare for retirement in a few short years by considering your current situation and preparing for the future.

Get Retirement Ready.

This ebook is designed to help you prepare for retirement by looking at all angles.

Get the Ebook