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Michael founded Estate Planning Professionals in 1991 after going through the extensive probate process as the executor to his father's estate when he passed away in 1990. His main goal is to help clients plan their estates to avoid probate and for them to be able to give what they have, to whom they want, when they want and save every possible tax court cost and fee.
Michael has been active in the financial services business since 1981, and for the past 15 years he has grown his own company on the principle of Platinum Customer Service. The staff at Estate Planning Professionals has the combined experience to provide all aspects of Estate Planning and Life Planning in an effective comfortable way. The client always comes first.
Over the years, Michael has become a well known and highly regarded financial advisor and national speaker. He assists clients to preserve their capital, increase their income and more profitably organize their investments. People who consult with him find that they lower their tax bills and obtain better protection for their financial future. He has shared his knowledge and life experiences with many, including under privileged young men in hopes of inspiring them to new and better lives.
From retirement savings to estate planning, Estate Planning Professionals and its associates have strategies that manage, minimize or mitigate the financial risks, which most people face in their investment decision making.
Michael is Series 6, 7, and 66 licensed. He is supported by staff and colleagues who are highly experienced in all aspects of estate planning to provide the best client services possible for the best interest of the clients. Some of his clients include retirees from Lucent Technologies, Dupont, General Motors, Battelle, Abbott Labs, RCA, Kenworth, as well as state and federal employees.
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