Mike C. has more than two decades of financial and estate planning experience, having served hundreds of clients in several states. He specializes in working with seniors and retirees regarding their own personalized IRA Planning, Estate Planning, Wealth Management and Retirement Planning, Tax Reduction and Insurance Advisory Services.
Before starting his own firm in 2000, Mike worked for a major national insurer specializing in Medicare supplement plans and long-term-care insurance. “I was licensed in both life and health insurance, and held Series 6 and 63 securities licenses,” Mike says.
