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4004 Kruseway Place, Suite 100
Lake Oswego,
Oregon
97035
Phone: 503-699-7217
Cell Phone: 503-351-5590
Fax: 866-522-3669
Toll-Free: 800-677-9346 |
Professional Profile
I've developed a unique, no-obligation financial check-up and analysis that will show you in 45 minutes how you could profit from a program tailored to your unique circumstances. I absolutely promise that there will be no high pressure and you will not be asked to buy anything at this meeting.
Even if you have the services of a good CPA, attorney, and/or financial advisor, in virtually every instance, my "Second Opinion Review" will reveal at least one potentially costly problem and one profitable opportunity. Don't you owe it to yourself to get another opinion (free and with no obligation) on something as important as your financial well-being?
To receive your free Second Opinion Review, call me at 503.699.7217 or my cell at 503.351.5590.
Why not do it today while it's fresh on your mind?
P.S. I'm confident that you'll find this meeting to be timely and time well spent. How can I be any fairer than that!
I show my families:
- How to rollover 401(k)'s
- How to implement NUA, 144 Strategies & 10B5-1 Plans
- How to start IRA’s, Roth’s & small to medium business plans
- How to know if your retirement plan is headed in the right direction
- How to be able to send your children to the college of your choice
- How to build comprehensive wealth
- How to formulate tax efficient estates
- I offer insurance and risk management services, too
Background:
- I've been a Financial Advisor since 2001, joining Merrill Lynch in 2008.
- I'm a graduate of Oregon State University.
- I enjoy spending time with my wife, three children, and two grandchildren.
I'm a member of these organizations:
- Oregon State Alumni Association
- Oregon Trial Lawyers Association
- National Eagle Scout Association
- Institute of Divorce Financial Analysts
Designations:
- Certified Divorce Financial Analyst
- Certified Special Needs Advisor
What can you expect from Mike?
My approach:
I adhere to a disciplined process that delivers a consistent yet customized wealth management experience. With a knowledge of what you value most, I am able to help you establish objectives, develop an appropriate strategy, and recommend solutions that draw upon the breadth and depth of Total Merrill (SM) to connect all the pieces of your financial life.
I stress a disciplined approach to investing based upon your specific goals, risk tolerance, investing style, and time horizon.
My service commitment to you:
I provide clients with quality service. Portfolio performance and client satisfaction are my primary objectives.
To reach this goal, I will:
- Deliver 2 to 4 reviews of your portfolio’s performance during the year.
- Conduct at least 2 of these reviews face-to-face.
- Make monthly contact through emails and updates.
Pick up the phone and call today!
Please email us or visit our website for additional information.
