Successfully guiding our clients on the road toward
a brighter financial future.
JOHN MAZZARA FINANCIAL
5201 DUNCRAIG ROAD
EDINA, MN 55436
612-356-7027
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Insurance: Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products. Advisory: Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark.
LUNA WEALTH MANAGEMENT
7887 E. BELLEVIEW AVE, SUITE 1100
GREENWOOD VILLAGE, CO 80111
303.525.4434
WEALTH MANAGEMENT | COLLEGE PLANNING | INVESTMENTS | RETIREMENT PLANNING
MICHEAL BUDNICK FINANCIAL | AUSTIN | BURBANK | KNOXVILLE | 818-441-8345
We have the expertise to guide you to a successful financial future one step at a time.
At Michael Budnick Wealth, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
At Michael Budnick Wealth, we have made a commitment to providing excellence in everything we do for our clients. Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service. We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry. When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs.
As an independent financial planning firm, we solely represent the needs and interests of our clients rather than any specific company. While some financial institutions recommend investment products that are manufactured by the parent of subsidiary business entities, we have no such ties. Our self-sufficiency is vital to delivering nonpartisan and unbiased recommendations. Our independence and objectivity allows us to provide our clients with the commitment that they deserve. At Micheal Budnick Wealth, partnerships are everything. Our goal is to create a long-lasting partnership with you as we navigate the path of your financial journey.
HOW OUR PARTNERSHIP WORKS
CUSTOMIZED
PLANNING SESSIONS
UNIQUE STRATEGIES
TO REACH YOUR GOALS
SIMPLIFIED FINANCIAL
HEALTH COACHING
PLANNING FEES BASED
ON YOUR NEEDS
With great power comes great responsibility, and at Michael Budnick Wealth, we understand that our clients have given us great power over their financial futures and we must never forget the great responsibility that comes with that power. The investment world is a complex place and our mission is to help you navigate through it by providing a comprehensive asset and risk management plan that explores every angle of your personal financial landscape. Together we will develop a total financial management approach to your retirement needs.
Communication is the cornerstone of a trusting relationship and at Michael Budnick Wealth we recognize that this is what provides our clients with the peace of mind they need when choosing an investment advisor. We pride ourselves on our clients knowing that we are just a phone call away so that when their goals or situation changes, they have the control and we are at the ready to make the needed adjustments to their financial plan. We look forward to the opportunity to consult with your regarding all of your retirement, educational and overall financial goals and needs.
In working with retirees, we have discovered that many are not enjoying their retirement years as much as they hoped. Some had planned to spend more time traveling, golfing, gardening, visiting with precious grandchildren and family. Instead, they find themselves holding back out of fear that they will outlive their money. It’s a very real and valid concern. At Michael Budnick Wealth, it is our goal to put your mind at ease with some simple proven money management strategies. Please call if you would like more information about how you can have the retirement you have always dreamed of.
Our unique approach to your growth begins with getting to know you and understanding your needs.
THE 8 PILLARS OF
HOLISTIC FINANCIAL PLANNING
Michael Budnick Wealth’s services can assist you in every aspect of your financial life.
Michael Budnick Wealth was founded with the goal of assisting clients in every aspect of their financial life. Our trusted partnership allows us to successfully navigate each client through life's most important journeys, thus earning us a solid reputation in our industry. We create a customized plan for your financial stability and independence in retirement. To schedule your free financial assessment and consultation, contact us today.
Asset Allocation & Risk
Many Americans entering retirement come to find that the right asset allocation and risk can be just as important as the actual dollar amount they have saved. You’ve worked hard for years to save for retirement, and now that time is upon you. Perhaps you’re now wondering if all the pieces are in place for you to enjoy a happy and worry-free retirement. Are your assets allocated properly?
Income Planning
An effective financial plan is just that—a plan. It forces you to make a goal, it includes different needs that you will have along the way, and it accounts for each and every liquid asset and investment that you have. Making your money work the best for your or helping you to fill in the gaps that you may have is our responsibility.
Tax Strategies
One part of planning for your retirement is to potentially determine your current and future tax liability and developing a tax strategy to potentially minimize the amount of taxes you pay during retirement. Tax planning is an integral part in planning your legacy and may directly impact the amount of wealth you may be able to hand over to your heirs and beneficiaries. .
Legacy Planning
Everyone has goals for retirement. Maybe your have retirement goals: you want to live retirement to its fullest, while leaving a legacy to your family or favorite charity. Retirement is esteemed as a time in life for relaxation, traveling, enjoying family, and taking on new hobbies. As a retiree, you never want to find yourself spending this time in fear that you will outlive your money.
Empowering Women
While every woman’s situation is different, there are a few factors that tend to make retirement different for women than it is for men. Empowering women for financial success helps address the unique challenges they face in retirement. More than ever before, women need to be empowered to become more confident in taking control of their financial future. Call us today to find out how we can help.
401k Planning
Not only do we have all the right answers about your 401k and how to successfully navigate the slippery slope of retirement planning, we also wrote a book about it. This book covers the hidden pitfalls that everyone must avoid to get the most of your 401k when planning your retirement. Click here to check out the book!
For a complete list of all of our services, give us a call at 818-441-8435
Meet Michael Budnick Financial Wellness Strategiest.
MICHEAL BUDNICK
Michael Budnick is a nationally recognized holistic financial planner with more than 25 years of experience helping individuals and families build wealth with clarity, purpose, and peace of mind. As the founder of ProsperWell Financial Planning and a Fiduciay with Royal Fund Management, Michael specializes in working with healthcare professionals—particularly nurses—who are ready to take control of their financial future. His approach integrates sound financial planning with a broader vision of prosperity, one that honors both personal goals and overall well-being.
Michael’s career spans leadership roles at major financial institutions, including his tenure as Vice President at Great-West Retirement Plan Services, where he managed over $2.2 billion in assets. Today, he brings that institutional expertise to every client relationship—offering customized retirement strategies, income planning, tax-efficient investing, and more.
Michael is the author of 4 financial books with his most recent books being: The Prosperous Nurse: Your Roadmap to Wealth, Health, and Happiness and secondly Prescriptions for Prosperity: Maximizing Investment Returns and Achieving Success in Healthcare Leadership. Both titles reflect his commitment to empowering professionals with not just financial tools—but a roadmap to a life of purpose, balance, and lasting prosperity.
When he’s not advising clients, he enjoys speaking, writing, and developing educational resources that make financial wellness both accessible and inspiring.
SARAH MICHELE
The new powerful and permanent process Michael has spun into motion is that of parenting his little girl. He is learning the nuances of being a father. Michael is in absolute awe of his lovely daughter born January 14th, 2019. The future gets brighter with each passing day.
Our Client Testimonials Speak for Themselves.
The client testimonial videos below are real clients of Micheal Budnick Wealth. We hope you click on and watch each video to see how working with us has effected our clients financial success.
Ready to take the next step toward a more prosperous life? Schedule a complimentary consultation today and discover how personalized financial guidance can help you thrive—professionally, financially, and personally.
Insurance: Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products. Advisory: Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark.
Contact us here anytime to start your financial journey with us.
MICHEAL BUDNICK FINANCIAL | AUSTIN | BURBANK | KNOXVILLE | 818-441-8345
Insurance: Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products. Advisory: Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark.
YOUR COMPANY NAME
YOUR PHYSICAL ADDRESS, SUITE 310 YOUR TOWN, STATE, 37027
866.000.000
