Just as an alloy is a combination of metals that are stronger together than any one metal used alone, Michael is proud to be part of an independent investment advisory firm that offers clients a combination of solutions. As an advisor held to the fiduciary standard of care, Michael has access to a nearly unlimited menu of investments to address the myriad of challenges faced by retirees today. His favorite part of the job is getting to know his clients and their different backgrounds because no two situations are ever the same. He prides himself on his ability to listen closely to clients’ needs and wants and to help them identify their definition of retirement. By always working with the best interest of his client in mind, Michael develops retirement plans that include both income and investment strategies so that you can retire stress-free and with confidence about the future ahead.
A 2006 graduate from Grace College, Michael double majored in marketing and finance. In 2016 he received his MBA from the Graziadio Business School of Pepperdine University. As a member of Ridge Church, he helps to run production for the high school and leads a small group of 10th-grade students who he mentors. Michael has been married to his wife, Katlin, for 15 years and together they have three children: William, Calvin, and Penny. When not in the office he can be found golfing, or backpacking and camping with his family and their Australian Shepherd.
When: This is a two-night master class offered September 19 & September 21 from 6:30pm - 8:00pm each night.
The top reason baby boomers and pre-retirees attend this class is to become informed and learn things that they didn’t know about regarding retirement planning. Many of the retirement planning strategies utilized by our parents have grown outdated and may no longer be the optimal application for those seeking to retire today or in the next few years. This course compares and contrasts the older retirement paradigms versus what exists today. You will learn how to help insulate yourself from the risks of rising taxes, low interest rates, and become aware of and help avoid common retirement planning mistakes.
The information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Alloy Wealth Holdings LLC – DBA Alloy Investment Management.
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