Mike is able to relate and counsel the vast population in the S.E. Michigan area, helping find the solutions to all his client’s greatest concerns. Son of a manufacturing plant manager and dental office assistant, a 20 year history in the machining and automotive industrial business, prior to his 16 years in the Financial Services Profession, has allowed him to assist in solving each family’s retirement needs. His academic background includes Mechanical Engineering studies at Lawrence Technological University and Actuarial Science at Central Michigan University. He holds his Michigan Life and Health Insurance licenses, acknowledging his extensive understanding of significant senior issues such as Social Security, Estate and Tax planning, investment risk strategies, Medicare and Medicaid planning, Asset Allocation along with 401k/IRA and Roth Conversion Strategies – He penned the term “Life Planner” as his profession – assisting all in the importance of educating each client with the knowledge and coordinating the referral of top professionals of the above key life planning topics.
Mike, having a high level of morals and ethics, sought out an organization that would allow him to work with clients that can appreciate his common sense savings approach and dedication to service. He loves the opportunity and his belief is that each client is special in their needs and he works closely with each to achieve their specific goals and objectives.