Risk Management & Insurance Services
We provide advice and development of an insurance solution that is right for you and your circumstances. As an independent insurance agent for life, health and disability, Mike has the resources available to craft a solution that will help protect your assets and interests.
Asset Allocation & Investment Management
We provide analysis and recommendations for your investments, 401Ks, IRAs, and other assets. Mike has more than 15 years of experience in the financial services and investments industry. He is a CERTIFIED FINANCIAL PLANNER™ and is securities registered in Series 7 and 63 (currently held with LPL Financial).
Tax Strategies & Preparation
Income tax is an ever present reality for most Americans. Filing accurate returns is just the beginning. We provide tax planning and preparation services so that you are compliant with current regulations, but are also maximizing the opportunities available to you.
Small business owners face a number of challenges and opportunities, it is important to prepare for these challenges and take advantage of these opportunities. Coordinating the strategies and solutions for a small business in terms of insurance, tax, and retirement plans can help you address your unique goals.
Everyone would like the option of retiring some day. Ensuring that you are properly prepared with diversified investments and a well thought out cash flow plan is extremely important. These plans are essential to a comfortable retirement. You wouldn’t take a vacation without planning and hopefully, retirement will be the longest vacation you take.
It is a fact of life, at some point everyone will need an estate plan. Our recommendations are made with an eye on the estate tax implications of any changes we suggest. We help identify your options and coordinate with your legal counsel to ensure that your assets will be passed per your wishes in an orderly and tax efficient manner.
Disclosure – There are risks involved with investing, including possible loss of principle. Diversification does not ensure a profit or protect against loss in a declining market. The investment you choose should correspond to your financial needs, goals, and risk tolerance.