Michele Burkholder

Financial Adviser, 1847 Financial
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Michele Burkholder

Michele Burkholder is a seasoned professional (aka baby boomer). Holding senior-level positions with industry leaders like State Farm Insurance, Reliance and ING, she developed a comprehensive knowledge of the financial choices available. Michele started her own practice in 2008 to work directly with individuals and business owners to create real solutions to practical, financial challenges. She guides her clients to establish efficient tax, wealth and protection plans. She helps business owners create strategies to maintain their business Income with succession, retirement, key employee and estate planning.

After losing her father to an extended illness when she was 15, she witnessed the importance of planning for unexpected financial events. She has the ability to help people feel comfortable with their financial choices, helping them attain long term success, achievement and enjoyment.

Michele has the following licenses and designations: FINRA Series 6, 63 and 7; Life and Health Insurance License; Chartered Financial Consultant; Chartered Life Underwriter; Chartered Property Casualty Underwriter; and Certified Financial Planner.

Stories by Michele Burkholder

Personal Finance When You’re About to Retire

By Michele Burkholder | August 21, 2018

Those last few years, months, and weeks before retirement can be both exciting and terrifying. We call it “go time” when talking with our clients. Among other things, it’s time to make sure you have everything in place. Here are five steps you need to take before you retire.