Gorichanaz & Associates; Retirement/ Income Planners & Investments100% Local
5402 Douglas Ave , 8411 Corporate Dr. Suite 200
Racine , WI 53402 (view map)
Mon – Fri 9 am – 3 pm
Other Times by Appt.
Retirement Planning for a Lifetime...
Gorichanaz & Associates is a full service, Independent Investment and Financial Planning Firm located in Racine, WI. We specialize in IRA Rollovers and Retirement Income Planning.
We are dedicated to providing our clients with sound investment and financial planning advice. It's important to remember that reaching retirement is just the beginning. Every retiree needs to have a solid game plan in place to make sure that their retirement income planning truly lasts a lifetime.
Tune into our weekly program, "LIVING WITH MONEY", Saturday Mornings on WRJN AM 1400, 8:00 - 8:30 am.
We are Independent when it comes to the Investment and Insurances Companies we work with. We believe that no individual company has the best products. Therefore we pick and choose between a wide-array of companies.
Investment options and services include: Stocks, Bonds, Mutual Funds (Load, No-Load, Closed-Ended), Variable and Fixed Annuities, Treasuries, CD's, Unit Investment Trusts, Options, Asset Management Services, Retirement Plans (IRA's), and Insurance (Life, Health, Disability, Medicare Supplement, Key-man, Buy/Sell, Long Term Care, etc.)
Stocks & Bonds: Harbour Investments, Inc. clear securities through Pershing LLC, one of the largest clearing firms in the United States. We can trade almost every listed stock or bond worldwide.
Mutual Funds: We can currently work with approximately 59 Mutual Fund Families Directly. We can also offer almost all load and no-load Funds on a Fee basis.
Insurance Companies: Harbour Investments, Inc is currently contracted with nearly all the major Insurance Companies. We can currently work with over 100 individual and group Annuity Contracts.
We practice full disclosure on all investment options. That means we inform everyone that we work with how much we make in commissions and ongoing fees as well as the internal costs of the investments. It is important to explain how these expenses compare to your other options.
While we specialize in IRA Rollovers and Retirement Income Planning, we provde a full compliment of services such as:
Risk Profile Analysis
We have Access to State of the Art Technology to Monitor and Evaluate Investments:
Morningstar, Money Guide Pro, Financial Profiles, Net Exchange 360,
Reuters News and Commentary, Pershing Investment Research and WealthServ
Michael Gorichanaz is a Financial Planner and Investment adviser who specializes in IRA rollovers and retirement income planning. With over twenty years in this practice, Michael has the knowledge and expertise to make sure each retiree’s income truly lasts a lifetime. He presents numerous educational workshops and co-hosts the radio show “Living with Money” on WRJN Saturday mornings from 8:00 to 9:00 am.
- B.A. in Economics from the University of Milwaukee
- C.F.S. designation from the Institute of Business and Finance
- C.A.S. designation from the Institute of Business and Finance
- Registered Principal Series 24
- Registered Representative Series 6, 7, and 63
- Life, Variable, Health, & Accident Insurance licenses in the state of Wisconsin
- Securities licensed in Wisconsin, Illinois, Minnesota, and Indiana, and Alabama
- Board of Directors for Children's Service Society Wisconsin (Racine)
- Racine Founders Rotary
- North Side Business and Professional Association
- Racine Moose Lodge #437
- Racine Zoological Society
- Racine Art Museum (RAM)
- Milwaukee Art Museum
- Badgerland Striders
- Mustang Club of America
Securities Licensed in WI, MN, IL, IN, TN, AL Member FINRA/SIPC