"An investment in knowledge pays the most interest." ~Benjamin Franklin

Join me! Online education-based webinars. New topics added regularly.

In these webinars I review current trends, strategies, and solutions to help you maximize your retirement and financial planning. Learn common mistakes, obstacles, and ideas from my 20 years in helping clients plan their financial future. Bring your questions or email me in advance. 

July 27 12pm EST &  August 19 4pm EST - Social Security Planning: Five Things You Need to Know. Join me as I review Social Security quick facts, key risks, fundamentals, and five things you need to know about this important retirement benefit.  Register Here

My goal is to educate investors on the issues, ideas, and solutions available to help them make their retirement dreams a success. After all, you only want to retire once.  ~Michael

Better outcomes through better planning. 

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