I offer total financial needs analysis through a network of experienced professionals with expertise in:
Advisory services
Retirement analysis and programs
Estate strategies
Employee benefit and retention services
Business continuation strategies
Trust services*
*Trust services offered through the MassMutual Private Wealth & Trust, FSB
Mike has been with the firm for over 38 years and understands firsthand the evolving needs of both businesses and individuals in each stage of both their individual life and the life of their business.
Languages: English
Credentials: CLU®
Specialties:Insurance Strategies, Investment Strategies, Business Owners, Business Succession Planning, Retirement Income Planning, Risk Management Strategies, Estate Planning, Charitable Giving, Group Benefits