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
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
View all articles 
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.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
View all calculators
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.