Michael Conway Financial Advisor

Michael Conway Financial Advisor Michael Conway is a Registered Investment Advisor and also holds insurance licenses which allows him He has 3 daughters and a grandchild.

Michael Conway is a Registered Investment Advisor and is the President of ‘Michael Conway Financial Advisor’ and ‘Benefits Cost Consultants, Inc.’. Michael also holds insurance licenses for annuities, life, health, LTC and disability, which allows him to better advise and serve his clients. After ten years of flying fighter jets for the USAF, Michael made his mark as a financial planner helping mi

litary families achieve their financial goals. He quickly became the United Services Planning Association & Independent Research Agency (USPA&IRA) District Leader and was in charge of the Southern Florida Peninsula for the company. His expertise in helping Senior Officers manage their retirement money earned him the prestigious Pinnacle Club and Summit Club awards five years in a row. Michael is well traveled, and has given retirement planning seminars in the United States and in Europe. He also accompanied the Governor of Florida to Brazil to promote Florida businesses with the Enterprise Florida Initiative. Michael has studied and earned a Masters in Aeronautical Science and an MBA in Aviation. He has a proven track record in risk management of wealth through securities as well as safe money strategies. After twenty-five years in the financial services business Michael is well versed in all aspects of helping young and mature families generate and maintain significant retirement income. Michael has helped many people and their families during the recent turbulent economic times, and these clients are far better off as a result of working with him. Michael has a friendly easy personality, is a good communicator, and has the ability to explain important financial subjects in a concise, easy to understand manner. Michael is a devout family man, with 32 years of marriage to his wife, Valerie.

04/04/2022

Cybersecurity is an issue for adults and children. Unfortunately, it's hard for parents to know how to protect kids online. Here are 20 tips to make you feel safer.

02/08/2022

Recently quit your job? Keep reading to find out what you need to know about leaving behind a 401(k) plan and what options are available to you.

11/15/2021

Leaving behind a 401(k) with an old employer may be more costly than you think. See the rollover options available to you so you can make the best decision possible.

09/28/2021

It’s time to assess how you are doing financially and look for ways to finish 2021 strong. Use this 4th quarter personal finance checklist to help you meet your year-end financial goals.

What important questions should I ask my Financial Adviser?
05/19/2015

What important questions should I ask my Financial Adviser?

3 Important Questions to Ask Your Adviser Knowing how an investment adviser is compensated can make your decisions much easier. By understanding how the adviser is motivated can help you have a more objective analysis of what you are being offered. Here are a few key questions to keep in your mind w…

When looking at the financial services industry it has become increasingly more difficult to work out who is working for...
05/14/2015

When looking at the financial services industry it has become increasingly more difficult to work out who is working for whom, and if the broker or advisor you work with is really on your side.

These issues appear to be much clearer when working with a smaller Fee Only Registered Investment Adviser.

Here is an article covering this issue from 'The New York Times' that you may find interesting.

Is It Time For You To Find a New Broker? The financial services industry has become very muddy with terms and titles. Today a financial planner may wear several hats. This sometimes makes it difficult to know who is working for whom, and where their financial and fiduciary interests are. Are they on…

Happy Friday everyone.Great article and food for thought if you are concerned about who is advising you on financial mat...
05/08/2015

Happy Friday everyone.

Great article and food for thought if you are concerned about who is advising you on financial matters.

http://michaelconwayfinancialadvisor.com/who-will-guard-your-nest-egg/

Enjoy.

Who Will Guard Your Nest Egg? You may have heard on TV or radio, or read in the news about new regulations being considered by the federal government to protect investors from potentially biased investment advisors. On one side is the commissioned brokers and on the other side, is fee only non-commi…

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Vero Beach, FL
32963

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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