Mike Malott

Business Owners, Investment Strategies (Reg. Reps Only), Insurance Strategies, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Group Benefits

English

Preparing for the next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability. Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: advisory services, retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. I help people protect the ones they love through a variety of financial products and solutions to meet their needs. I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

• Advisory services Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies

MM202611-311872

Check the background of this investment professional on FINRA's BrokerCheck