The avenues for addressing your financial goals may seem practically limitless, no matter what you want out of life. Whether your goal is for your business, family or estate, the outcome is too important to be left to chance. I understand the special needs of affluent individuals, corporate executives and business owners. I have been providing my clients with the necessary information to make important decisions and help them to formulate strategies to address even the most intricate problems.
I am committed to fostering long-term relationships built on trust, confidentiality and quality service. This is accomplished by implementing a multi-step process working closely with clients and their advisors. I believe that my ultimate success lies not in a single transaction but in my clients overall quality of lifestyle. I can help them to manage the countless, unseen, and necessary details in addressing their financial goals.
My first step is to analyze my client's present situation and to determine needs and potential strategies. During this phase, a considerable amount of time is spent listening to my clients and truly understanding their concerns, as well as their goals.
I seek out answers to questions such as:
The second step is to help design strategies aimed at addressing my clients' goals in a cost-effective manner. Easy-to-understand analytical reports are generated to depict the potential consequences of various courses of action. In many instances, I utilize the services of individuals with credentials in tEquitabletion, law, and finance to help ensure an integrated and comprehensive approach. The design phase is followed by implementation of a comprehensive financial strategy, and if suitable, funded by the products and services I can offer.
The final phase of my process is an ongoing one, consisting of helping you to monitor your chosen strategy to ensure its viability in light of future occurrences, and adjusting it as needs arise. This annual review process includes an analysis of performance; review of the design; and, information regarding current tax law hanges.
My office is staffed with well-trained and licensed financial professionals, who are always available during business hours to service my clients. Behind the scenes, this support team facilitates the opening of all new accounts, ensures timely distribution of statements, and, manages the communication process within and outside of our organization. Collectively, our team of professionals truly represent the value-added services I consistently strive to provide all of my clients.
I pride myself by providing impeccable service in investments, retirement funding, estate and business planning. Some of the specific services I can provide include:
My needs-based integrated approach enables me to build long-term relationships with my clients.
Equitable Advisors, and/or its affiliates, does not provide legal or tax advice.
In his 32 year career with Equitable Advisors LLC, he has focused on asset and risk management strategies for both individuals and corporations. Over this period of time, he has been among the top producers nationally in equity production.
He has earned 31 consecutive National Leader Corp Awards, 2 President Cabinets, 13 consecutive Centurion Awards, and 9 Bronze Eagle Awards. Additionally, he received 12 Summit Awards and distinguished performance citations of both Gold and Silver Awards. He has also received the 2001 Hallmark Awards, 2006 Hallmark I, 2009 Hallmark II, 2012 Hallmark III, 2012 Hallmark IV, 2017 Hallmark VI, 2019 Hallmark VII and 2020 Hallmark VIII. He was inducted into the Equitable Hall of Fame, and in 2008, was awarded the Order of the Excalibur. He received the Distinguished Service Award in 2010. In 2015, he was awarded the Hallmark V, the Silver Medal of Honor for 25 years of National Leaders Corp and a Bronze Eagle. Most recently in 2022, Mike was awarded Hallmark IX and a Silver Eagle.
Michael is a member of the Elite Producer Group, which is made up of the top producers in the company. He attended the Wharton School and earned the designation Retirement Planning Specialist. Mike holds the following FINRA securities registration series: 6,7,24,26,53,63, and 65. Mike is also an Accredited Investment Fiduciary.