With over thirty years of experience, Mike and his team take a comprehensive, independent and objective approach to financial planning focusing on his client’s objectives, long and short term goals while paying strict attention to your risk tolerance. An appraisal of savings, real estate, Insurance, retirement, investments, and business are reviewed to determine estate valuation. Mike and his team then help to identify what is most important to his clients and provide strategies with a goal of providing a comfortable retirement, protect families from financial emergencies, leave legacies to family and charities and fund educational plans.
Mike’s focuses on working with highly successful individuals, business owners and professionals and offers comprehensive financial planning services. Together with his team, they can provide a wealth of resources to assist clients in planning for their future. Through the principles of integrity, confidentiality, competence, professionalism and objectivity, Mike is committed to long term relationships and helping his clients make informed decisions for their financial future.
The process is to evaluate, assess, implement, manage and support his clients through constant evaluation and communication.