Welcome!
Michael has over 30 years experience in the financial services business. In addition to obtaining his CERTIFIED FINANCIAL PLANNER™ certification in 1996, Michael holds the Chartered Life Underwriter and Chartered Financial Consultant designations. This means that we strive to provide advice and products that will help you pursue your financial goals.
In addition to life and health insurance products, Michael specializes in the following areas:
- Retirement income planning
- IRA and 401k rollovers
- Employee Benefits
- Annuities
- Executive compensation
- Long Term Care planning
With the goal to pursue success in these areas, we work with various advisors when needed. The Client's objectives always come first when designing any plan.
Mike is a Qualifying and Life Member of The Million Dollar Round Table, a member of the National Association of Insurance and Financial Advisors, and the Society of Financial Service Professionals. His past honors include being named LION of the Year and one of Baton Rouge Business Report's "Top 40 Under 40". He is very community minded and serves on the Board of several charitable organizations. Mike is married and has one daughter.
Helpful Content
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
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What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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Saving for College 101
Here's a crash course on saving for college.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.