Mike began his financial career in 2000. He specializes in helping Ford employees manage their retirement plans, decipher early buyout offers, and make 401(k)/pension decisions. More specifically, he helps people weigh their options and fold them into other key decisions, including when to take social security, managing investment risk, income/distribution planning, and tax efficiency.
As the industry becomes more and more complex, it becomes equally more difficult for people to understand possible strategies, investment account types and ever-changing tax laws. It is more important than ever to prioritize what’s important to you and harness your financial resources as efficiently as possible towards those goals without wasting time through trial and error or procrastination. Mike educates his clients so they understand financial concepts in a way they never have before which empowers them to make decisions with more confidence and less uncertainty.
Mike currently holds FINRA Series 7, 63 and 65 securities licenses. He also holds Life, Accidental, Health and Variable Contracts licenses. Mike has recently been teaching a Financial Planning course at Schoolcraft Community College.
Mike and his wife Lori have been married for almost 8 years. Together, they have a son, Charlie, and a daughter, Avery. In his spare time, Mike likes to golf, spend time with his kids, and travel with his family.