Ultrova Wealth Resources

 Hello, I’m Michael Comperchio and I’m here to help you plan the right financial course for your future, for your family, and for your business.

I started Ultrova Wealth Resources in 2008 to focus on working with owners and employees of small to mid-sized businesses, professionals and executives. Before that, I was president and CEO of a community bank’s financial services division and have more than 25 years of senior leadership experience in the financial services and retail industries.

 

Having school-age children, I understand how important it is to build a solid financial footing for my family. 

 

As the owner of a local business, I know what it’s like to worry about whether I’ve done all that I can to ensure our long-term success.  

 

And, as one of your neighbors, helping to build our community is high on my priority list. So you’ll find me participating at events and in projects for the Northeast Cincinnati Chamber of Commerce and the Rotary Club of Mason and Deerfield. I’m president of the BNI Professional Group for business networking in Montgomery. And I serve on the finance committee and leadership team of Living Leaf Church.

 

I’ll put what I’ve learned from all of these experiences to work for you. There’s a range of specific personal and business planning that I offer, but here’s what I want to do for you:

 

  • Clarify your financial goals;
  • Design financial strategies for your needs*;
  • Protect and increase your wealth*;
  • Reduce your taxable income;
  • Monitor your programs with you and keep them on the targets we set together; and,
  • Enable you to feel more confident about your financial future.

I look forward to meeting you and learning more about your financial goals. Until then, thanks for visiting my web site, where you’ll find up-to-date financial information, calculators and other resources to assist you.

 


Michael Comperchio is a registered representative with Sunset Financial Services, Inc., a FINRA registered broker-dealer. Sunset Financial Services is registered to offer securities products in all 50 United States.

Michael Comperchio is licensed to offer securities products in Ohio, Kentucky, Indiana, and Florida. Michael Comperchio is also licensed to offer insurance products in Ohio, Kentucky, Indiana, and Florida.

The information included herein should not be considered a solicitation or an offer to sell product in any state besides those in which Michael Comperchio is properly licensed.

*Securities and Investment Advisory Services offered through:

Sunset Financial Services, Inc.

3520 Broadway, Kansas City, MO 64111

Ph. (816) 753-7000 (Home Office)

Member FINRA - SIPC

Sunset Financial is not affiliated with Ultrova Wealth Resources, Inc.

 

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Stay Off the Phishing Hook

In the run-up to this year’s April 15 tax deadline, taxpayers forwarded more than 33,000 phishing scam e-mails to the IRS, causing the agency to put phishing at the top of its annual list of scams of concern to taxpayers.

Beat the Big Three What Ifs

Taxes, inflation, and medical costs — among other factors — could have an unanticipated effect on your retirement. There may be little you can do to combat them once you are no longer working.

Recapping Market Capitalization

The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.

It's Not Too Late to Consider Life Insurance

Results from one survey suggest that confidence in financial security tends to increase as life insurance coverage increases.

More Newsletters →