Helping our Clients Plan for the Unexpected
You probably have saved something for retirement, be it through some type of employer group plan or individual savings, however, what you may not have considered is the financial impact on your loved ones, and everyone that counts on you, if you were no longer able to work.
Addressing our own mortality may not be a nice thing to think about, but it is reality. That’s why we pride ourselves on helping our clients safeguard what matters most to them. We work with you to identify and take advantage of all financial opportunities as well as develop plans to reduce risk.
In the event that something should happen rendering you unable to rely on working as the primary way to support your family, you can ensure that they are taken care of with a strong plan for the future.
Strategic Relationships
Effective financial planning** can require a team of experts working together to serve your best interests. Our job is to make sure everyone on your team is working together to achieve the best possible results. In addition to working with your existing support system, we are also proud to bring in our experts as needed.
Mike was proudly named by Forbes on this year’s ranking of Top Financial Security Professionals in each state across the country. His goal is to serve clients with unmatched excellence, so this award is a reflection of the real value I deliver to his clients. Mike strives to continue to prioritize providing reliable solutions and guidance to his clients.
He was chosen as one among a very small group of insurance professionals in the state to receive the recognition this year. The list features a ranking of the best insurance professionals whom families rely on for wealth preservation and protection. Financial Security Professionals were selected by an independent research firm based on various qualitative and quantitative data and one simple notion: “Would we recommend these professionals to a family member or friend?”. You can learn more about SHOOK Research’s methodology here https://www.forbes.com/sites/rjshook/2025/07/10/methodology-americas-top-financial-security-professionals-2025/.
Data provided by SHOOK®Research, LLC. Data as of 12/31/24.
Source: Forbes.com (July, 2025).
Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings, which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, service models, planning services, team structures and expertise, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions; individuals must choose the right FSP based on their unique needs and circumstances. SHOOK’s research, rankings and opinions are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.