Focus: Insurance Strategies, Investment Strategies, Special Care, Business Owners
Mike’s mission as a financial professional is to help every one of his clients lead a better financial life. For more than 20 years, Mike has worked with business owners, physicians and other professionals, executives, retirees and pre-retirees on financial strategies to help them protect their income, provide for their employees and families, plan for a secure retirement, and leave the legacy they choose for their heirs and community.
Mike begins each new client relationship by conducting an exhaustive review of all his clients’ financial and legal documents to gain a complete understanding of each client’s total financial picture. He knows that financial decisions shouldn’t be made in a vacuum because every decision can have a large effect on the client’s financial future. Mike believes strongly in providing his clients with a financial education so they fully understand their options and can make educated decisions with complete knowledge of what actions they are taking and why these actions are appropriate for them. He always collaborates with any other advisors such as attorneys and CPAs with whom his clients work to make sure that all recommendations fit together for the client’s best interests.
Mike is a Special Needs Planner capable of assisting families whose members have a physical, psychological or learning disability. Planning for these families is vitally important and requires the utilization of specific techniques, such as special needs trusts, so that public services are still available to the affected person. He has a thorough understanding of the financial aspect of working with people with disabilities and their families, including Social Security integration. In addition, he can advise clients on the need for having a written life plan, which includes the discussion of guardianship and future living arrangements.
Mike is also a Certified Family Business Specialist, receiving the designation in 2000 from the American College. This certification and training allows him to provide expertise to owners of family-owned businesses and closely-held corporations. Important issues like taxation, buy sell planning, business valuation, key person, and exit strategy planning for owners are several of the areas on which Mike can advise his clients. He has many years of experience in estate and tax planning concepts, and the emotional dynamics of family businesses and generational succession planning.
Mike has been and continues to be recognized for his financial services industry achievements. He is also an active member of the National Association of Insurance and Financial Advisors (NAIFA). He is very involved in the local community as a member of the Wichita Falls Bureau of Commerce and Industry and supports many local charities, non-profits and philanthropic efforts including participating and sponsoring the Autism Awareness WF 5K Run, The Boy Scouts of America, The Kitchen (providing meals to local elderly and adults with disabilities), Muscular Dystrophy Association, Big Brothers-Big Sisters, and Project “Back to School” to name a few. Mike is also a former President of Partners in Education (PIE), a PIE mentor and the Board of Governors for Texas Specialty Hospital.
Mike holds a general securities license in 12 states and an insurance license in 5 states. Offices of Financial Partners are located in Wichita Falls, Austin, Marble Falls and at two locations in the Dallas-Ft. Worth metroplex.
Mike and his wife Tammie have been married over 35 years. Their favorite pastime is spending time with the family, which includes 2 daughters and son-in-laws as well as their first grandchild. When there is free time, they enjoy travel, fine dining, and an occasional round of golf.
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5049 Edwards Ranch Road, Floor 4
Fort Worth, TX 76109