Broker Check
<strong>About Michael</strong>

About Michael

I educate my clients in understanding how today’s choices affect their assets long-term. Together, we will design a plan now that will build, protect, and manage your wealth for the long run.

Meet Michael
<strong>Personal Planning</strong>

Personal Planning

Right now is the right time to design an integrated financial plan that gives you control of your future. Investments, retirement and insurance working together protect you and your family’s assets as life evolves.

Learn more
<strong>Business Planning</strong>

Business Planning

Prepare today for the “what ifs” of tomorrow. Collaborative, farsighted financial planning protects your business and family, grows your business and prepares you for exit and retirement on your terms.

Learn more
<strong>The Living Balance Sheet</strong><sup>&#174;</sup>

The Living Balance Sheet®

Keeping track of your finances using multiple websites, statements and piles of paperwork isn’t easy. Now there is a simpler process that evolves with you so you always know what you have and what you’re worth.

See How
<strong>Value Your Business</strong>

Value Your Business

Know what your business is worth, with our simple, dynamic online informal valuation tool. Speed up a process that used to take weeks of work and mind-numbing number-crunching. Now you can plan strategically for growth, a sale, retirement or financing

See How

Have a Question?

Thank you!