Who We Are...
Mike is an accomplished CERTIFIED FINANCIAL PLANNER™ professional who specializes in guiding small business owners towards a secure and comfortable retirement. He develops in-depth financial plans that address crucial questions, such as whether clients have accumulated sufficient savings to achieve their goals and sustain their preferred lifestyle post-retirement. Through detailed cash flow planning and a keen focus on tax optimization, Mike ensures the effective liquidation of assets during retirement.
Comprehending the intricacies and significance of tax planning throughout various life stages, Mike provides assistance with both individual and business tax returns, year-end tax projections, and representation before the IRS. As an Enrolled Agent, Mike holds the highest distinction conferred by the Internal Revenue Service.
Furthermore, Mike possesses expertise in supporting commercial real estate brokers as they transition to Qualified Real Estate Agent (QREA) status. He understands the challenges these professionals face, such as erratic cash flow, and the unique opportunities that tax and retirement planning can offer to independent contractors with QREA designation. By providing tailored financial guidance, Mike helps commercial real estate brokers navigate these challenges, capitalize on available tax benefits, and optimize retirement planning strategies, ultimately ensuring their long-term financial success and stability.
An active participant in the Central Florida chapter of the Financial Planning Association, Mike has been involved in the "Financial Planning Hotline" for numerous years. His expert advice has been showcased in the Orlando Sentinel's "Ask an Expert" column, Investopedia, and CNBC.com.
Mike earned his Bachelor of Science degree in Financial Counseling and Planning from Purdue University. He and his wife, Tiffany, have been happily married for 11 years and are proud parents of their four young children.