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Home > Learning Center > Financial Management Videos

Financial Videos

Currently residing in Westlake, Ohio, Michael is certified in Long-Term Care (CLTC) and Estate Planning (CEP). As a Series 6 and Series 63 license holder, he is an industry expert on mutual funds, variable, fixed, index annuities, insurance, and securities.

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Wherever you're Going, We can help get you there

Choose the date, time, and style of meeting. Whether that be a 15 minute phone call or an hour in our office 

- Or call (440) 871-3067

What You
Can Expect

  • Experience

  • Personalized Advice

  • Dedication

  • Education

  • Fiduciary Responsibility

  • Business Owner
    Asset Protection Business succession planning Executive bonus plans Key man insurance Buy sell agreements Business planning Investments Review Tax Analysis Legal Document Review Owner & Business synergy Liability Insurance Strategies Life Insurance Strategies Estate Planning Budget Review
  • Physician
    Discounts on Disability Insurance Tax analysis/planning Student loan debt strategy Employment contract review Budget review Investments review Asset protection Legal document review Trust review and counseling Estate planning Employee benefit review purchase of practive assistance Liability insurance strategies
  • Resident/Student Physician
    Discounted Disability Insurance Tax planning Student loan debt strategy Employment contract review Employee benefit review Life insurance strategies Liability Insurance strategies Asset protection Tax analysis Budget review Investments review Estate planning We have guided hundreds of residents and doctors and understand your unique challenges
  • Working Professional
    Asset protection Estate planning Liability Insurance Strategies Legal document review Tax analysis Budget review Investments review Emloyee benefit reviews Life Insurance strategies
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