Clear, thoughtful financial planning for the people who call Dunwoody home. Mike Irvin, CFP® helps individuals and families organize their finances, understand their options, and make confident decisions for the future.
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Mike Irvin, CFP® has spent more than twenty-five years helping individuals and families make confident financial decisions. Today, he focuses on serving the Dunwoody community he is proud to be part of. Mike is involved locally through organizations like the Rotary Club of Dunwoody and the Dunwoody Preservation Trust, and he enjoys working with the people and families who make the area such a special place to live.
His goal is simple: to provide clear financial guidance and long-term support for his neighbors and community.
Many utility and electric professionals spend decades focused on their work while putting off financial planning. With pensions, benefit packages, shift schedules, and retirement decisions all in play, it can be hard to know where to start. Mike helps bring everything together. His process is clear, organized, and designed to fit around your schedule.
A no-obligation call to learn about your goals, questions, and overall financial picture.
You receive clear recommendations and next steps, and Mike helps you adjust as life evolves.
Mike reviews your benefits, savings, and objectives to create a plan that fits your life.
Many people work hard for years yet still feel unsure whether their financial decisions are leading them in the right direction. Mike brings every part of your finances together so you can see the full picture and feel confident about your next steps. His goal is to help you feel organized, prepared, and supported, no matter what stage of life you’re in.
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Clear guidance on how your pension, savings, and benefits work together
Straightforward retirement decisions without confusing jargon
A long-term plan that adapts as your career and life change
Have a question or want to schedule a meeting? Mike welcomes the opportunity to speak with individuals and families in Dunwoody and the surrounding area.