Welcome
Mike is a Wealth Management Advisor with the Estate Strategies Group. The focus of his practice is working with high net worth individuals in their efforts to develop a financial plan that aligns with their unique vision, values, and goals. He works with his clients on strategies to enable them to achieve their estate planning objectives, including the tax-efficient transfer of wealth to family members and charities. The goal is to utilize strategies that eliminate or reduce gift taxes that impede the planning process while maintaining client control of all major assets.
Our range of clients is from young, growing entrepreneurs with “start-ups”, or Private Equity participants, to mature families with substantial assets that are looking to protect younger generations against transfer tax erosion. We specialize in the design and packaging of large life insurance portfolios to facilitate wealth transfer. In some cases, we work with the Concierge Planning Group in the Home Office of Northwestern Mutual, a dedicated team of experts from across the company providing in-depth case consultation and plan design tailored to the client's unique situation. We work with Legal, Tax, and Accounting as well as Fee Only Advisory professionals to help families achieve their goals.
Mike also has extensive experience in the area of premium financing, which can help his clients fund the most cost-effective strategy identified within their estate plan. Mike is also a frequent lecturer on estate and trust topics. He has been a featured speaker at numerous industry events and in-house seminars. Mike is also a member of the Estate Planning Council of New York City and of New York State Society of Financial Professionals.
Honors and Accomplishments
7 Appearances in the Eastern Regional Top 10, 3 Appearances in the Annual Meeting Top 20, Qualified for Forum 16 times, Among Northwestern's Top 40 for Career Production, Cover Story in Agents Sales Journal.
Speaking Engagements
National Association of Estate Planners & Councils (NAEPC) Annual Conference, Continuing Education course at major law firms, Numerous Annual Meeting, Numerous Regional meetings, Numerous Professional Growth Association Luncheons.
Designations
Certified Financial Planner (CFP), Accredited Estate Planner (AEP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP).
Foundation Source Article - Tax Benefits of Creating a Private Foundation
Reprinted with permission. The Northwestern Mutual Life Insurance Company, Milwaukee, WI.
The Northwestern Mutual Difference
We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.
- Best Life Insurance Company, 20211
- We're one of the Top U.S. Independent Investment Broker-Dealers.2
- In dividends expected to be paid to policyowners in 2023.3
- AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4
2Ranking for Northwestern Mutual Investment Services, LLC. Measured by 2020 revenue. Sources: Financial Advisor and InvestmentNews, April 2021, Financial Planning, August 2021.
3Dividends are reviewed annually and are not guaranteed. Some policies may not receive dividends in a particular year or years even while other policies receive dividends. For universal life products, in lieu of dividends, experience is reflected through changes to nonguaranteed charges and credits.
4Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), May 2021; Fitch Ratings, AAA (highest), December 2021; Moody's Investors Service, Aaa (highest), December 2021; S&P Global Ratings, AA+ (second highest), July 2021. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.
