Michael J. Schussele, C.P.A. The Pursuit of Financial Happiness ®

M.A., Registered Investment Advisor, Fiduciary, 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 fiduciary and/or 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 thirty (30) 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.

If you live in the United States, you may contact me consistent with the Investment Advisers Act of 1940. We live in a virtual world.

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

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 fiduciary and/or 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
Think you can beat the Market? Here are two games which will test you!
A random ten year period game
And the Trading Game
Continued education
The Intelligent Investor
by Benjamin Graham
Why Wills Wont Work
by Armond Budish
Security Analysis: Sixth Edition, Foreword by Warren Buffett
by Graham, Benjamin and Graham Benjamin and Dodd David
Providing information is the best part of my job.

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