what we do
Analyze cash flow to best match funding goals. Assist with the consolidation of investment accounts and retirement plans. Conduct reviews of insurance policies and beneficiary information. Provide guidance regarding estate, survivor and charitable/legacy planning. Michael also works closely with his client’s other professional advisors, CPAs and attorneys or can draw from his panel of experts.
is proud to work with families facing challenging end-of-life issues. Advising clients since 1983, Michael focuses on a comprehensive, needs-based, process of discovery which allows him to gain a full understanding of his clients overall financial situation, needs and challenges. As his client’s strategic and proactive problem solver, Michael helps moderate the demands of navigating uncertain times and unfamiliar issues. It is his steadfast goal to help you achieve peace-of-mind. Contact Michael to set up a confidential consultation at no cost or obligation to you.
Securities and Investment Advisory Services offered through NBC Securities, Inc. Member FINRA and SIPC. Investment products 1) are not FDIC insured, 2) not guaranteed by any bank and 3) may lose value including possible loss of principle invested. NBC Securities does not provide legal or tax advice. Recipients should consult with their own legal or tax professional prior to making any decision with a legal or tax consequence. This is not an offer to sell or buy any securities products, nor should it be construed as investment advice or investment recommendations.