With over 18 years in the financial planning industry, Mike specializes in comprehensive financial planning for both individuals and businesses. In particular, he’s versed in the areas of retirement planning, investment management, estate planning, risk management, and tax related issues. Mike shares and respects his clients' ideas for handling their money. He provides service through ongoing client relationships.
Mike graduated with a B.A. degree in Business Management from the University of St. Thomas in St. Paul, Minnesota. In addition, to maintaining 12 separate securities and insurance registrations, Mike also continued his formal industry education through the College of Financial Planning in Denver, Colorado to achieve the CERTIFIED FINANCIAL PLANNER™ designation (CFP®). The CFP® designation identifies an elite group of financial planners who have met the educational, experience, and ethical standards established by the International Board of Standards and Practices for Certified Financial Planners, Inc. (IBCFP). In addition, Mike continues to be a member of The Financial Planning Association (FPA).
Services
Whether you're seeking investment advice, you need an assessment of how well your assets are diversified, you need a portfolio analysis, a general checkup to make sure you and your family are properly insured, or an estate plan that's adequate, Mike has experience to help you through all aspects of your financial lifecycle. Mike specializes in working with people and businesses who need a financial advisor who looks out for their interests. He provides analysis, guidance and education to individuals to help them in selecting and implementing complex investment portfolio choices. He offers advice on a wide range of topics, including addressing retirement and estate planning, risk management, funding for college, and general investment options. He uses his knowledge of investments, tax laws, and insurance to recommend financial options to individuals and businesses in accordance with their short-term and long-term goals.
First he seeks to understand your goals by gathering information, analyzing it, and then thoroughly explains the intended approach to helping you reach those goals by selecting appropriate investments compatible with your attitude toward risk, and expectation or need for a return on the investment. As an independent advisor he is not limited by proprietary products, therefore you have the opportunity to choose between a wide range of investment options. Finally, he continually tracks and monitors your investment portfolio and communicates with you on their progress.
Mike also helps coordinate the efforts of client’s other professional advisors by putting plans into action and helping dreams become realities. Satisfied clients are an important of his business. He believes a good financial advisor should listen more than he or she talks and should also ask more about you and your concerns than about how much you are worth.
Securities offered through Royal Alliance Associated, Inc., Member FINRA/SIPC.
Advisory services offered through Focus Financial Network, Inc., a registered
investment advisor.
