Personalization and Attention to Detail Yield a Better Plan
Michael’s financial planning philosophy is a rare blend of in-depth budget and portfolio analysis paired with ongoing, personalized review.
His select, nationwide client base includes client relationships spanning 25 years or more, allowing him to navigate clients through milestones such as home purchases, saving for college tuition, retirement and more. His personal commitment is evident, as the adult children of his clients often seek him out for the success of their own financial futures.
Michael guides clients through life transitions using a process he has named “Resource Creation Management.” Unique in design and services, this comprehensive approach analyzes all facets of a client’s financial health. This is not a stereotypical, one-size-fits-all approach, as clients receive a customized financial road map that delves deeper than any other comprehensive planning experience they may have participated in before.
The result? True freedom of mind knowing your financial security is monitored every step of the way and the assurance that you have taken the proper precautions to protect yourself, family and company.
