Michael Scher, CFP®, CLU®, CLTC®

Managing Director

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.

 

The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

 

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