Mike Irvin, CFP® isn't just based in Dunwoody, he's invested in it. A member of the Rotary Club of Dunwoody and the Dunwoody Preservation Trust, Mike has spent more than 25 years serving residents of Dunwoody and the surrounding areas.
Mike Irvin has spent more than 25 years building financial plans for the people of Dunwoody. That means when you sit down with him, you're not explaining your life to a stranger. Chances are, you’ve seen him at Publix, beaten him in an ALTA match, met him at your kids' school, and share a few mutual friends on Facebook. Mike's relationships go back years before most of his clients ever became clients.
how we work together
A relaxed, no-pressure conversation to understand where you are, what's on your mind, and whether working together makes sense for both of us.
We dig into the details: retirement income, insurance, debt, investments, Social Security and pension timing, and put together a plan built around your actual life, not a generic template.
Once the plan is in place, we put it to work and make adjustments as your life changes.
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
common questions
What does it cost to work with you?
There is only a cost should you decide to implement your custom plan. This gives you plenty of time to get to know us, ask any questions, and understand your plan fully before you ever pay a dime. We wish we could tell you how much it will cost to implement your plan. However, until we go through the process, we don’t even know what your plan will entail. So, providing you with a quote is not possible.
Why does it matter that you're actually part of the Dunwoody community?
Financial planning is personal, and it's easier to trust someone who isn't a stranger passing through. Mike has lived and worked in this community for years. Through the Rotary Club of Dunwoody, his kids’ schools, tennis teams, and Sunday school classes, Mike has built a life for himself and his family that he truly values. There can be comfort in knowing that your family’s planning is in the hands of someone who has deep ties to the community.
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Every year, Dunwoody students pay thousands of dollars in unnecessary tuition because they are unaware of the organizational steps that could decrease their tuition costs. Through simple planning and organization, these same parents could make college significantly less expensive. It takes planning ahead because colleges look back two years. So, your son’s freshman year tuition will be based on your taxes from his sophomore year of high school. A small amount of planning ahead could save you tens of thousands of dollars in unnecessary tuition.
No pressure, no cost, no obligation. Just a conversation to see if our services are a match for you and your family.