Mike works with a wide variety of individuals who have retirement assets that range from $100,000 to $5 million. Each client brings his unique educational background, values, dreams, aspirations and family situations.
What each one of them has in common is the desire to manage his funds prudently. While they appreciate that the market has its ups and downs, they don’t necessarily want to participate in every one of them.

In the face of advertising that says “You can do this yourself,” each has found it more advisable to put her nest egg in the hands of full time professionals with years of experience.

Does any of this sound familiar?

• “I want control over my money. I don’t want to be at the mercy of fear and greed and whatever the latest scandal is in the newspapers or on TV.”
• “I don’t want to outlive my money. I worked hard for 40 years and I want to enjoy my retirement without living like a pauper because I’m so uncertain about where my account stands. That last Bear market really scared me.”
• “I’m not an expert, I don’t want to do this myself, but I definitely don’t want to pay too much for financial advice.”
• “I’m afraid that the usual cookie cutter approach won’t work for me.”
• “I’m careful with investing. I want a careful advisor. I want to make sure that my money is invested in solid companies that produce goods and services and have a strong outlook for the future.”
• “I want some serious thought put into how to invest. I want decision making at the fundamental level, and I want analysis at a sophisticated level.”

Can we help you?

Here are 15 signs that you might want to read more about working with Mike.

• You get excited when the price of stocks fall.
• You’re richer than your neighbors, but they can’t tell.
• You politely listen, but inwardly smirk when someone tells you how great they are with stock picking.
• You save a part of every paycheck.
• You may not make your heirs wealthy, but you won’t leave them mired in a financial cesspool either.
• You remember past investing mistakes and they still frighten you.
• You aren’t 100% sure about anything.
• You may check your portfolio frequently, but you only want to trade it 2 or 3 times a year.
• Whenever you see someone with three cars, a big house and stunning clothes, you don’t wonder how rich they are, you think of all the money they wasted.
• You listen to your friends describing their last meeting with their broker and it scares you a bit.
• You know enough about hedge funds to know you don’t want one.
• Your retirement plans don’t hinge on beating the market or earning double digit returns every year.
• Sure, you sometimes worry about a market crash. But your major concern is whether or not you will have enough money in 30 years.
• Whenever a market sector goes higher, you don’t want to buy more, you get worry about a crash.