FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
As a fiduciary firm, providing the best solutions for the needs of our clients take priority. Through Thumbtack, Mike is offering a free 30-minute strategy session.
- What is your typical process for working with a new customer?
Working with Mike is a partnership with his team in fulfilling your goals and needs with the purpose of improving lives, elevating your lifestyle. Mike starts with a strategy session to better understand your needs. This allows you to ask questions. The next step is to begin the plan process to put solutions into place. Reviewing your goals and needs through the process improves the results.
- What education and/or training do you have that relates to your work?
Mike has been published in Forbes. He is a fiduciary advisor and teaches adult education courses in many local colleges and universities. Mike works along side non profit organizations with the mission of increasing financial literacy across the region and country. He has been invited to educate employees and organizations in industries such as Construction, Aviation, Financial Services, Engineering, Agriculture, Health Services, Education. and Public Sector. Mike is licensed, insured, with designations in financial planning, estate services, public employee pensions, and more.