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As a Financial Planner, Michael services the financial needs of individuals and businesses while looking to build long-term relationships. He collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Michael can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed. He is also a passionate presenter and educator delivering financial literacy programs at major corporations across the country.
Michael and his wife, Maria are residents of Charleston, SC. In his spare time, he enjoys boating, golf, bowling and enjoying Maria’s passion of Horses!
I am licensed and registered to offer products and services in SC. Licenses and registrations will vary. Domiciled in SC
Check the background of this registered representative on FINRA’s BrokerCheck
CA Insurance License # 4082141