Mike Lushene
Financial Strategies Group

Tel: (919) 832-1765
125 Edinburgh South Drive Suite 207
Cary, NC 27511

About Financial Strategies Group

    22 Years of Experience

  • CRD# 3167299
  • Insurance License# 6614634
  • Series: 6, 7, 63, 65
Connect With an Expert Financial Advisor and Get Answers

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.

General Information

Firm Start Year:   1996
No.of Employees:   2-4
Insurance License#:   6614634
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


Bachelors Arts  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.

Mike Lushene

Mike Lushene

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.

Communities Served

Angier Apex
Buies Creek Clayton
Coats Fuquay Varina
Garner Holly Springs
Knightdale Morrisville
New Hill Raleigh
Rolesville Wake Forest
Wendell Willow Spring

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM