Alternative Asset Specialists
Learn How to Invest in Alternative Assets on the Podcast!
What is an Alternative Investment?
Alternative investments tend to be less liquid than traditional investments, and often require longer timeframes to sell.
They include:
Different types of real estate like commercial buildings, mobile home parks or apartments/condos.
Private lending
Investments in companies not listed on the stock exchange
Commodities
A Different Kind of Advisor
Me Financial was founded on the premise of giving honest, un-biased advice without being sold to. Our goal is to help clients add alternative assets to their portfolio.
Our unique approach combines the CERTIFIED FINANCIAL PLANNER™ certification, real estate expertise, and alternative investment strategies to help you build a well-rounded portfolio that aligns with your goals.
We provide personalized guidance and support, helping you achieve your goals, whether it's building passive income, planning for your retirement, or investing in real estate.
We’re passionate about helping people achieve financial well-being. Schedule a free consultation to discuss your needs and how we can help you reach your financial goals.
Why Choose
Me Financial
We can guide you through the world of alternative assets - think real estate, hotels, multi-family or self-storage. There are even investments in wine, car washes and farms. The alternative asset world is larger than you realize!
Learn more >
We specialize in alternative assets to help you diversify outside the stock market. These are opportunities not often seen in the marketplace and you can often only gain access through an advisor.
Work with Us >
We analyze your portfolio, goals and run projections to match your savings with your life. Our strategies are simple, but effective and easy to understand.
What It’s Like to Work With Us>
Do you want advice on more than just your stock investments?
Your financial life is about more than picking investments from a list of mutual funds. It’s about being excited about what you’re investing in and taking part in what’s being built around you.
We help you get clear on the right fit for you.
So whether you want to take a grand vacation, be worry-free about money or plan for a good retirement, we can help you get there.
Get to Know Us - In Your Mailbox.
The financial world is large and sifting through all the information to find what’s right for your situation takes time. Our expertise can get you there faster.
Our newsletter is a combination of tips & strategies (some you can’t google), podcast episodes & news you need to know. Sent once a month.
Investment Ideas on the Podcast
Michelle is constantly looking for unique and income-producing investment ideas to share with you. This isn’t your usual stock, bond and insurance talk, think real estate investing, hotels, self-storage and more.
