Ashley Micciche

About Ashley Micciche

I help business owners exit their business and retire with financial security. Are you a…

Experience

1. CEO

   True North Retirement Advisors, Llc

   Jan 2018 — Present · Clackamas, OR, US

   I help business owners exit their business and retire with financial security. As a 2nd generation family business owner, I understand the challenges that business owners face. It\'s nearly impossible to plan for your own successful exit while running your business. That\'s where I come in.We are the go-to advisor for our business owner clients for all thing’s retirement. In addition to crafting and implementing an exit plan for you, we:• Set-up and maintain customized retirement plan benefits packages to help you and your employees maximize savings and minimize taxes. • Help you navigate the complexities of social security decisions, when to retire decisions, and charitable giving decisions with retirement-focused financial planning, • Manage all of your financial assets for you using a cohesive, time-tested strategy.If we sound like the kind of advisor you\'ve been looking for, I\'d love to talk to you! Schedule your free Business Exit Strategy Call with me: https://calendly.com/ashleymicciche/15min

Education

• Portland State University

  Bachelor of Science (B.S.), Business - Finance

  2004 — 2007

Skills

• Financial Advisory
• Retirement Planning
• Financial Planning
• Investment Management
• Retirement Plan Consulting