Financial Planning That Brings Clarity and Confidence

Mike Irvin, CFP® works with people who have built long careers in electric and utility service roles. He helps you understand your pension, benefits, savings, and long-term options so you can make confident financial decisions for today and the future.

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Meet MIKE IRVIN CFP®

Helping People Plan for the Future for more than 25 years

For more than twenty-five years, Mike has worked closely with people in the electric and utility industry. Many of his clients work in plants, substations, control rooms, and field operations across the Southeast, from large corporate providers to small EMCs in Georgia.

Mike’s connection to the industry is personal. His uncle spent his career with one of Georgia’s largest utility providers, and Mike understands the structure, stability, and retirement decisions that come with these roles.

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A Simple, Clear Approach to Financial Planning

Understand Your Full Financial Picture

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.

Initial Consultation

A no-obligation call to learn about your goals, questions, and overall financial picture.

Implementation Meeting

You receive clear recommendations and next steps, and Mike helps you adjust as life evolves.

Planning Meeting

Mike reviews your benefits, savings, and objectives to create a plan that fits your life.

APPROACH

A Comprehensive Focus, A Long-Term Approach

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.

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

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Start a Conversation About Your Financial Future

Meet with Mike by phone, Zoom, or in person. He can also come to your workplace if that makes planning easier for you.

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