Understanding Today’s Financial Environment
Welcome, I’m Michael A. Chester at Mesa Verde Consulting, Inc., a tax and financial service company in Costa Mesa, California. We provide personalized services to meet your Accounting, Tax, and Financial Goals based on your needs, wants, and objectives.
Whether you require assistance with your financial and retirement needs, tax preparation, business consulting and planning, we will customize our services to your needs.
We have been serving Southern California for over 26 years and look forward to working with you through all stages of your life.
Please review our list of services and the other educational and information areas of our website. Give us a call at (714) 557-0992 or send us an email (mverde114@aol.com) to help us get started.
Helpful Content
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
Making Sense of HSAs and FSAs
How HSAs and FSAs might help your household.
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
College Savings
See how much you may need to save now to cover future college costs for your child.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
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4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.