Helping families, individuals, and business owners achieve optimal financial balance.
Michael works closely with individuals, families, and entrepreneurs to help develop and achieve financial confidence and security. It is Michael's personal goal to educate each client on how to gain full control of their financial future by showing them how to get more organized, save more efficiently, optimize monthly cash flow management, pay down liabilities appropriately, and build assets efficiently while enjoying hobbies, their lifestyle and living out dreams along the way! Michael leverages the teams of specialists at The Bulfinch Group to meet the full range of his client's needs. Some potential outcomes of a client relationship may include:
- Wealth Maximization
- Asset and Income Protection
- Creating Cash Flow Recovery Strategies
- Maximizing Retirement Income
- Income and Estate Tax Strategies
- Funding Estate and Charitable Planning
Prior to joining The Bulfinch Group, Michael helped local small businesses manage their social media marketing via his business On The Dot Marketing. Michael has also been a client of The Bulfinch Group long before deciding that he wanted to help others the same way planning at The Bulfinch Group helped him and his business.
Michael holds a Bachelor's degree in Business from Hofstra University. When he's not working, he likes to travel, try different restaurants, play basketball, and go fishing. Michael currently resides in Framingham, MA with his wife Rachael, daughters Lilly and Sayde, and two dogs Mookie and Harry.
Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #0M83994