Michael A. Halvorsen,  CFP<sup>&reg;</sup> - Financial Advisor

Michael A. Halvorsen, CFP®

MS, CEBS

Senior Vice President

Asset Planning Services, Ltd.

162 Main St
Harleysville, PA 19438
FINANCIAL ADVISOR'S WEBSITE
(866) 771-2314
(215) 256-4600

General

Michael Halvorsen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Asset Planning Services, Ltd. in Harleysville, PA and the surrounding communities.

Financial Advisor Overview

    Asset Planning Services, Ltd. is a fee-based financial planning and investment  advisory firm that provides comprehensive and integrated financial planning,  investment planning, income tax planning, risk management and estate planning. 

  • We specialize in advising employees and retirees of Merck & Co., Inc.

     

  • Our services are fee-based.

     
  • Our advice and recommendations are unbiased, objective, relevant and applicable to your unique situation.

     
  • We use a team approach to serving our clients, and we maintain a keen awareness of always providing the highest quality client service experience.

     
  • The firm's professional staff credentials include academic degrees and professional designations of Master of Science in Personal Financial Planning (MS), Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), Certified Employee Benefit Specialist (CEBS), Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).



  • Founded in 1987.

     
  • We serve clients throughout the United States.

     
  • Asset Planning Services, Ltd. is a Registered Investment Advisor with the Securities and Exchange Commission.

     
  • We manage over a half billion dollars of private client money.



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Financial Advisor Experience

Our team of experienced professionals have worked exclusively with Merck employees and retirees since 1987.  Amongst our staff of Certified Financial Planner Practitioners, we have over 100 combined years experience working with Merck executives.  We are popular speakers at Merck company meetings providing valuable perspectives and insights to large audiences of employees.

Asset  Planning Services, Ltd. provides a broad range of retirement plan and fiduciary  services to corporations throughout the United States seeking to meet ERISA  requirements.  These services include investment policy design, retirement plan  investment options, performance analysis and monitoring, and internationally  acclaimed financial education and employee benefit communication  programs.



Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CEBS

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities

Broker-Dealer Affiliation

Fidelity

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources