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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Do You Know What to Do with Your 401(k)?

Taking Charge of your 401K ebook cover

A 401(k) Can Play a Key Role in Your Retirement Strategy

  • Gather powerful information that could potentially save you thousands in taxes and fees
  • Learn tips to help put you one step ahead in your retirement preparations
  • Learn how to avoid critical 401(k) mistakes that can be difficult to correct

Choices to Make About Your 401(k)

Stay Put

Stay Put

If you're happy with your former 401(k), you can leave your account where it is.

Take Your Plan

Take Your Plan

You can roll over your old 401(k) into your new employer's program.

Understand Your Choices

Understand Your Choices

You can elect to roll over your traditional 401(k) into a traditional IRA.

“Many Americans have old 401(k) plans, which may not be properly positioned to help them prepare for retirement."

- From Take Charge of Your 401(k)

Take Charge of Your 401(k)
What Should You Do With Your 401(k)?

What Should You Do With Your 401(k)?

Every time you change jobs, you have some decisions to make about your old 401(k). In this ebook, we outline your four choices and explain the considerations of each.

It's Time to Take Control.

If you switched jobs or are preparing to, download your complimentary ebook to help you decide what to do with your 401(k).

Get the eBook