Plan2bewealthy + Tax & Planning Group

Working with Mike has been a very positive experience. Simple and very effective! Thank you Mike!
Dec 8th, 2021

Mike has assisted with our taxes for a couple of years and has helped tremendously with filing. With him its always a smooth process and he communicates very well making the task easy to complete. I finally dont dread tax season! Will definitely continue working with Mike.
Nov 24th, 2021

Mike Travers is awesome! He is very personable and has a real passion for his work and your financial success. He has a kind heart for people and spends the time that is necessary listening to your needs and goes out of his way to help. Mike has been very helpful with advise with my dental hygiene business as well as my familys financial and tax submission needs. One thing I want to point out is that Mike is very honest, and only gives advise regarding what is in your best interest. I highly recommend Mike Travers at Plan2bewealthy for these types of financial and tax services. He has also become a wonderful friend.
Nov 23rd, 2020

I have had the fortune of investing with Mike for quite some time. In all our interactions he has taken the time to ensure that my financial goals are in line with his analysis for investment. Mike always makes himself available to address issues and provided detailed reasoning behind the advice he gives. Id highly recommend him for your financial planning needs.
Jan 2nd, 2020

Positive: Professionalism, Quality, Responsiveness, Value
Dec 29th, 2019