With over 25 years of Financial Services experience, Michael brings his wealth of knowledge to his practice. Michael is committed to helping his clients with investment, retirement, income and long term care planning. Michael utilizes various volatility controlled strategies to assist his clients improve their investment potential, reduce financial risk, and build and increase retirement income. H
e has managed and worked within several different areas of the investment community which has put him in demand to provide advice and direction on:
Developing strategies to increase expendable income for retirement or to help pay for college. Maintaining financial independence throughout retirement
Protecting and preserving hard-earned investments - 401k, 403b, IRA, etc. Building wealth through proper risk management
Maximizing and properly pinpointing the time to draw Social Security benefits
Enhancing concentrated stock and ETF strategies. In addition, Michael has spoken at the New York Stock Exchange on the topic of using options with ETFs to add income and to protect from market volatility.
