Retirement Coach
Michael has over 32 years of experience in the financial services industry and has focused on Retirement Income Planning for the past 20 years. He has extensive experience in creating financial plans to help clients get to retirement, through retirement while making sure they maintain their lifestyle, and beyond by creating a legacy plan to allow them to take care of loved ones and charities of choice.
Michael has a B.A. in Banking and Finance from Stockton University and continues to value education. As such, he maintains his Series 7, Series 6, Series 63 and Series 65 licenses to better serve his clients.
Michael is the father of 3 children and loves to spend time with his family. He also values his service as a Eucharistic Minister and Lecturer in the local Catholic Church that he has attended for 55 years. Michael is an Eagle Scout, an avid fan of the NY Mets and NJ Devils, and regularly enjoys going to the gym.
Federal Retirement Experts is a Jameson Financial Solutions company
Jameson Financial Solutions Cage: 88DU2
Serving Federal Employees Nationwide
We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom-suit their needs and objectives. Federal Retirement Experts is a wholly-owned subsidiary of Jameson Financial Solutions Inc.
This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.