Features and services
Michael offers a wide array of financial services to optimize your future and attain your goals

Wide array of services to benefit your future
Michael has been advising for over 25 years and offers a wide array of services to individually best suit his clients, putting them in the best situations for their needs and to meet their financial goals.
- Retirement
We will create a plan together that will give you the roadmap to achieve your retirement goals based on your individual situation. - Tax Planning
We’ll take a look at all the opportunities to reduce and eliminate taxes on your current and future investments. - Medicaid and LTC Planning
We’ll access and create a plan to address this future expense using various tools. - Social Security Planning
We will help you navigate through the various rules and regulations to determine the best way to optimize your social security benefit.