Plan with a Purpose
Starting with your vision, and your goals, your financial strategy should reflect everything important to you.
Michael Lopata, CPA
Michael Lopata and his team provide personalized, objective and comprehensive financial advice to business owners, professionals and families. We present alternative solutions in a clear and understandable way so our clients can make informed choices.
Exit Strategies & Business Succession Planning
Three in five small businesses (with fewer than 300 employees) don't have a business succession plan in place. (https://www.nationwide.com/personal/about-us/newsroom/press-release?title=020717-nw-business-succession)
Business & Personal Financial Planning
We have developed a finely tuned process that will lead you through the six stages of financial planning. This detailed and comprehensive process has received national recognition from the Financial Planning Association (FPA®).The following section details our process.
Newsletters
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HOT TOPIC: What’s in the New Tax Legislation?
This article provides an overview of some key provisions in the new tax law, commonly called the One Big Beautiful Bill Act.
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Could an HSA Strengthen Your Retirement Strategy?
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Car Affordability
How much can you afford to pay for a car?