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
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Understanding the SECURE Act 2.0
A timeline covering a few of the major provisions of the SECURE Act 2.0.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
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Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.