Michael J. Schussele, C.P.A.

M.A., Registered Investment Advisor, Fee-Only

My professional publications and blogs at The Pursuit of Financial Happiness ™ have been recognized, linked, and republished by Economist's View, naked capitalism,
Credit Writedowns, and Advisor Perspectives, among others, as well as academically cited.
I do my own macroeconomic and financial research and I do not portray third party information as my own.

Under Illinois Law ((215 ILCS 5/500-15)) it is a Class 4 Felony to give insurance advice/analysis without an insurance license whether one sells or not. An Investment Advisor Representative, whether fee-only or not, has a direct fiduciary duty to provide such an analysis and/or advice in retirement, financial, and estate planning and such advice is not incidental. Beware if any “fee-only” advisor tells you otherwise. You should report them to the Illinois Department of Insurance, the appropriate State's Attorney, and the Illinois Attorney General.

With over twenty-five (25) years of experience, the needs of the client always come first.  The first meeting is always No Obligation to determine how I can help you.

Fee Only Fiduciary Retirement Planning and Investment Advice.

Contact Michael, Springfield, Illinois by email: mjscpa@eosinc.com
or call 217-793-6560
Meetings are By Appointment Only at my 1039 Wabash office

As a fee-only fiduciary financial advisor in Springfield, IL, I have no direct or indirect conflicts of interest. I serve the interests of the client only. I sell no products - commissioned or non-commissioned - at any time in any capacity with any company/entity.


The SEC allows Investment Advisor Representatives to call themselves fee-only despite selling in another capacity, having a direct or indirect relationship to a broker/dealer, insurance company or agency, or insurance agent, or the use of software provided by a mutual fund or insurance company.
Read This Article: Ten Economic Facts About Financial Well-Being In Retirement
Continued education
The Intelligent Investor
by Benjamin Graham
Why Wills Wont Work
by Armond Budish
Get Whats Yours Revised & Updated The Secrets to Maxing Out Your Social Security
by Laurence J Kotlikoff, Philip Moeller, Paul Solman
Security Analysis: Sixth Edition, Foreword by Warren Buffett
by Graham, Benjamin and Graham Benjamin and Dodd David
Think you can beat the Market? Here are two games which will test you!

Here's a random ten year period game
Here is the Trading Game
Providing information is the best part of my job.

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