Licensed Insurance Agent
Michael is passionately committed to providing long-term care services to individuals, families and business owners but also specializes in the application of retirement, insurance solutions and asset protection strategies for wealth preservation and restoration. He regularly works with Attorneys, Certified Public Accountants and Financial Professionals in these areas.
Michael’s commitment is to preserve client capital by creating tax-sheltered retirement income to ensure that his clients never lose or run out-of-money during their retirement years. He also enjoys assisting clients with final expense strategies and educating them on Medicare-based solutions as part of their pre-or post-retirement planning.
His background includes many certifications including Long-Term Care Planning Specialist (CLTC), Certified Senior Advisor (CSA) and Medicaid Planning Specialist (CMP). Michael helps prepare individuals, families and business owners for Long Term Care Assistance when facing financially challenging circumstances.