Mike's practice is focused on his clients and he values the trust and confidence his clients place in him every day. His process is to define, recommend, implement, and monitor financial strategies, turning his client's dreams into realities.
Personalized Financial Planning
You will receive a comprehensive financial plan identifying your current situation, risks, challenges, and opportunities. Your individualized plan provides a roadmap for achievement of each of your goals. Your goals may include:
Retirement Planning. Saving for retirement, maximizing your employer's plan, 401ks, IRA Rollovers, Traditional IRA's, Roth IRA's, SEP & SIMPLE IRA's.
Retirement Planning. Generating enough income during retirement and not outliving your assets.
Education Planning. Saving for a child's or grandchild's education, 529 plans, Coverdell ESA's, and custodial accounts.
Major Purchase Planning. Saving for a vacation home, investment property, new car, or other major expenses.
Cash Flow Planning. Budgeting and debt reduction strategies.
Asset Allocation Planning. Determining your risk tolerance and how to diversify investments among stocks, international investments, bonds, and cash to minimize risk, maximize return and/or income, specific to each goal you have.
Asset Protection. Expertise in risk management, planning for life, disability, and long term care insurance needs.
Tax & Estate Planning. Expertise in tax strategies and estate planning techniques, trusts, gifting, and working in concert with your other trusted advisors, tax and legal professionals.
Ongoing Monitoring and Review
Crucial to long term success is a financial plan in which progress is tracked, monitored, and communicated. As changes in your life and the investment environment occur, strategies are updated reflecting progress as well as readdressing current challenges and opportunities.
Mike works solely for his clients researching the multitude of financial products available, selecting solutions and investments based on the needs of his clients. Investments are selected from the highest quality money managers and insurance companies available in the industry.