For the past 16 years, Mike has been helping high net worth private clients navigate the confusing landscape of financial services, investments and retirement planning, while ensuring they have proper guidance and management. One of Mike's greatest strengths is his ability to explain, in simple terms, complex and often confusing financial subjects. This focus on education quickly puts clients at ease and establishes a level of trust and confidence that leads to long-lasting relationships.
We are a fee-only private wealth management practice that acts as a fiduciary for our clients. Our typical client is a business owner or professional that needs to achieve a monthly income goal in retirement and our team builds a customized portfolio to exceed this goal while taking the least amount of risk. We also provide financial planning, retirement planning and tax-efficient investing.
|Firm Start Year:||1996|
|Name of Broker/Dealer:||Independent Advisor Alliance|
|Name of Custodial Firm:||LPL|
|Firm's Number of Clients:||300|
|Firm's Number of Managed Clients:||300|
|Assets Managed by Firm:||$2,000,000,000|
|The information contained in this profile is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete. Securities offered through LPL, Member FINRA/SIPC. Investment advice offered through Independent Advisor Alliance, a registered investment advisor and separate entity from LPL Financial.|
|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|