Are You Retirement Ready?
Without a roadmap, the path toward and into retirement can be difficult. Having a comprehensive and up-to-date retirement strategy, with a knowledgeable team offering support, may help make the road ahead less strenuous.
At Financial Strategies Group, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients? individual needs and goals, both short and long-term.
Retirement is a significant milestone in one?s life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, unbiased advice, and objective guidance. Start preparing for tomorrow?s retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.
|Firm Start Year:||1996|
|Name of Broker/Dealer:||Securities America Advisors|
|States Licensed in:||NC, SC, VA, FL, IN, OH.|
|Number of Years with Current Firm:||2|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity , Health , Disability , Long Term Care , Variable Annuity , Life , Variable Life|
University of West Florida
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors. Financial Strategies Group is not affiliated with the Securities America companies. This website is not an offer to buy or a solicitation to sell securities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
J. Michael "Mike" Lushene, Jr. is a native of Raleigh and has been in the financial services business in the Raleigh/Cary area since 1996. Mike joined Financial Strategies Group in 2005 and specializes in financial planning to include retirement planning, asset allocation, education planning, wealth accumulation, preservation, and risk management.
Mike holds Series 6, 7, 63 and 65 securities licenses as well as being a Registered Representative with Securities America, Inc. Mike is a licensed life, health and long term care agent.
Mike earned his BA degree from the University of West Florida in Pensacola, FL. and is married, to his wife, Paula, of 21 years, and has 3 children. He loves playing golf, riding motorcycles and spending time with his family. Mike is Licensed in NC, SC, VA, FL, IN, OH, AZ, CA, and MD.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|