About My Practice
We are a fee offset Financial Planning firm. This means that we provide analysis of your situation, determining where you are and where you want to go and develop the game plan from there AT AN HOURLY FEE. If you choose to implement the plan with us AND we earn a fee or commission from that implementation, we OFFSET the planning fee with the commissions or asset management fees. This insures that you get advice and direction, not a sales presentation.
Michael graduated from the University of Arizona, where he majored in accounting and finance, and from the Investment Training Institute. He also has achieved designations as a Certified Financial Planner (CFP) from the College for Financial Planning, Certified Divorce Financial Analyst (CDFA) from the Institute for Divorce Analysts and as a Certified Worksite Instructor from Emerald Publications, a leader among publishers of financial education materials.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 65
Life insurance: AZ, Health/disability insurance: AZ, Fixed annuities: AZ, Variable annuities: AZ
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Certified Divorce Financial Analyst
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.