In his four decades in the business, Mike has encountered these five words over and over. They represent the poison of conventional wisdom that costs investors untold millions.
Posted by Mike Williams 2 years ago / October 26, 2020
Mike is a Managing Director, starting his career in financial services for clients back in 1982. With nearly four decades of experience in all types of economic climates, he helps clients focus on a solid foundation while addressing all major aspects of a productive, long-term wealth management plan for them. An effective blend of logic, data, discipline and patience drives the team's goal to see clients take confident strides in meeting their wealth-building goals. Those efforts help address tax elements, estate issues, comprehensive wealth management and cash flow goals as well as significant areas charity work and tax-free income benefits, where applicable.