Michael responsibilities are assisting new private practice dentists, chiropractors, and optometrists design and implement a long term financial plan, taking into account their practice goals as well as debt, cash flow, investment, tax, and succession strategies; Assisting business owners with both individual and company-sponsored retirement plans (think 401k, IRA, etc) as well as buy-sell agreements and risk management strategies; Assisting individuals nearing or at retirement with retirement income strategies to include social security planning and rollover planning.