Michael  Honea,  CFP<sup>&reg;</sup> - Financial Advisor

Michael Honea, CFP®

Cary Financial Planning

1255 Crescent Green STE 200
Cary, NC 27518
FINANCIAL ADVISOR'S WEBSITE
(919) 694-6945 CONNECT WITH Michael
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General

Michael Honea is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cary Financial Planning in Cary, NC and the surrounding communities.

Financial Advisor Overview

Michael Honea is a passionate and dedicated financial planner who believes in the power of long-term relationships and holistic planning. With a focus on helping clients find greater satisfaction in life, Michael goes beyond traditional financial planning to understand his clients' aspirations, values, and dreams. By taking a comprehensive approach, he creates personalized strategies that not only secure their financial future but also enhance their overall well-being. Understanding that financial stability is a means to an end, Michael strives to empower his clients to live a fulfilling life. He goes beyond the numbers, delving into the core motivations that drive their financial decisions. By fostering open and honest communication, he builds a deep understanding of his clients' unique circumstances, allowing him to create customized plans that align with their goals and values. Michael's approach centers on building strong financial foundations that support his clients' desired lifestyles. He recognizes that financial well-being is not just about accumulating wealth but also about making wise choices that align with personal values and long-term aspirations. Whether it's planning for retirement, navigating complex estate matters, managing insurance needs, or addressing debt and student loans, Michael provides guidance that integrates seamlessly into his clients' broader life objectives. With over a decade of experience, Michael combines his technical expertise with a genuine passion for helping others. He takes the time to educate his clients, ensuring they understand their options and empowering them to make informed decisions. By serving as a trusted advisor, he provides the guidance and support needed to navigate the ever-changing financial landscape with confidence. Michael's dedication to his clients extends beyond the initial planning stages. He understands that life is dynamic, and financial plans must adapt accordingly. Through ongoing monitoring and regular check-ins, he ensures that his clients stay on track and makes adjustments as needed to accommodate life's inevitable twists and turns. If you are seeking a financial planner who will not only help you build wealth but also guide you towards a more fulfilling life, Michael Honea is the right choice. Contact him today to embark on a transformative financial planning journey that goes beyond numbers and leads to greater satisfaction in all aspects of your life.

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Financial Advisor Experience

Michael Honea is a highly qualified and experienced Certified Financial Planner™ with over 10 years of expertise in the financial planning industry. He has a proven track record of providing exceptional financial guidance and customized solutions to individuals and families seeking to secure their financial future.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: North Carolina
  • Health/disability insurance: North Carolina
  • Property/casualty: North Carolina
  • Fixed annuities: North Carolina
  • Variable annuities: North Carolina

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Government & Military, Mutual Funds, Getting Married, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Medical & Health Issues, Nontraditional Households, Special Needs, Personal Taxes

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Helpful Financial Planning Resources