For Financial Professionals

For Financial Professionals

Michael’s expertise and experience can assist you on complex cases. Michael will develop a financial plan that will detail your client's current financial situation, determine possible solutions for your client’s needs, and state recommendations in a manner that will motivate your client to take action.

If you have a client who can benefit from having a comprehensive, professionally developed financial plan, Michael is available to provide the service on your behalf rather than having your client go to your competition for this service.

Take advantage of Michael’s professional expertise and experience to help your clients understand why they need to follow your recommendations. Build up that fence of services, so that your clients will never choose to go anywhere but your office for all of their financial needs.

Michael works on a fee for service basis or is willing to discuss financial arrangements with you based on revenues from case completion.