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.
Business OwnerAsset 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
PhysicianDiscounts 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 PhysicianDiscounted 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 ProfessionalAsset protection Estate planning Liability Insurance Strategies Legal document review Tax analysis Budget review Investments review Emloyee benefit reviews Life Insurance strategies