Testimonials
"We absolutely love working with Mike. We initially met with him when we had nothing set up for our future, no life insurance, etc., and according to our preconceived notions, we "were not in a place to even begin thinking about saving for retirement", and "Why do we need life insurance? We are so young and healthy!". We were immensely incorrect in our thinking. Mike analyzed our current financial situation as a whole and fast forward 5+ years (and two kids, a new home, two new vehicles...) later, we feel much more financially prepared for whatever life may throw at us. Initially, we were very overwhelmed and didn't know where or how to even begin, and Mike started us off on the right foot and has been an incredible resource along the way."
-Stefanie H.
"We have worked with Mike for several years in pursuing our financial goals. He is knowledgeable in all aspects of financial planning. Mike provided us with excellent consulting services which helped us meet our financial objectives. He is responsive to our questions either by emails, phone calls or office appointments. Mike is very personable, and we are happy with the financial plan he developed for us. He keeps us informed of changes within the financial market and recommends changes to our portfolio when warranted. We would highly recommend Mike as your personal financial advisor."
-Tom & Lori B.
"We have had a couple advisors in the past. I feel trust, transparency and friendship are the most important components of our relationship with Mike. Mike continues to know our goals and help us achieve them!"
-Stephanie J.
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.