Michael's mission is to help retirees and near-retirees with the difficult task of turning their nest eggs into dependable lifetime income streams. When no income is needed, then he will help clients to protect and transfer their wealth safely to the next generation.
Michael's approach is to get to know and understand your needs, wants, and long-term goals. He wants to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
Michael understands the challenges families face today.
From managing debt to saving for college to retirement, these personal financial challenges can be overwhelming. Michael's commitment is to utilize all available resources to help you pursue your goals.
Michael believes in thinking “out of the box” and he is not afraid to challenge conventional wisdom in his approach to investing and preserving wealth. All of Michael's energy, commitment, and efforts are focused on you, the client, and your satisfaction.