Wealth Preservation
For
Income Distribution
“As for the future, your task is not foresee it, but to enable it”

Antoine de Saint-Exupery The longest vacation of your life! Retirement "It's always what you don't know that hurts you" Awareness
 How will you pay for it? Long Term Care
 What happens when a spouse dies? The Retirement Income Cliff
 The most magical age 59 ½

A Message From Michael

Welcome!

The fact that you are looking at this website suggests that you may have questions or concerns about finances, investments, and/or retirement security.
A part of that is, “Do I really need a Financial Advisor?” That is an important question. Here are some parts of my answer.

Have you ever heard the saying?

“It’s always what you don’t know that hurts you?”
When you are talking about financial and income security for the rest of your life, you really must have full and accurate information in order to make the best choices. Inappropriate or poor choices can jeopardize your retirement security. The result could be running out of money or being unable to fund long-term care sufficiently.

Without an independent Fiduciary Advisor working on your behalf, the odds of making a less than optimum choice are very high. Most of the individuals and companies in the financial realm are not going to act in your best interest – this is the reality.

As a Fiduciary Advisor, I am committed to giving you full and accurate information as we find the best possible retirement solutions for your unique situation, needs, and desires.

Ask Us A Question

    Request Your Copy

    The Investment World is moving at lightning fast speeds which could spell big trouble for the traditional 401(k) “Buy and Hold Strategies.” There is no reason why the next generation of 401(k) participants should risk losing half of their savings like the baby boomers did early in the 21st century. Advancements in technology are helping money managers better protect 401(k) plans from severe stock market losses. I believe the next wave of 401(k) investors who take their wealth building seriously and pay careful attention to market risks have the opportunity to significantly outperform the previous buy and hold investors.

    Request Your Copy

    Request Your Copy

    As eldercare replaces childcare as the number one issue facing baby boomers, this is one book you need. Take back control of your life and provide excellent long-term care for your aging loved one without them going broke in the process. When you still have time to plan ahead choosing the right pre-planning strategy for your own long-term care needs is essential.

    Request Your Copy

    Recent News