1800 Fruitville Pike Lancaster PA United States 17601
Michael believes people should have a trustworthy, caring, and knowledgeable advisor who can help them navigate the critical financial decisions that affect their life and legacy. Michael is privileged to have this role for many people.
For many families Michael works with, their greatest concern is preserving the quality of life of a loved one with a disability who may outlive the caregivers’ ability to provide support. Michael has guided them through a careful and compassionate decision-making process that helps them clarify critical aspects about their child’s future - such as housing, guardianship, and the potential cost of lifetime care. He helps them empower the people who will play a role. He helps them understand the legal instruments and arrangements for protecting and ensuring their wishes. Michael helps families create and deliver the right amount of financial resources, through the right channels, at the right time.
Michael has earned the designation of Chartered Special Needs Consultant (ChSNC™). The ChSNC™ program is the most comprehensive credential available for financial advisors. A Chartered Special Needs Consultant™ can provide advice on a broad range of financial topics including special needs trusts; wills; power-of-attorney; guardianship; Social Security and Medicaid, and more.
Securities and Advisory Services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC.
∙NOT FIDC/NCUSIF INSURED
∙MAY LOSE VALUE
∙NOT FINANCIAL INSTITUTION GUARANTEED
∙NOT A DEPOSIT
∙NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
∙CETERA IS UNDER SEPARATE OWNERSHIP FROM ANY OTHER NAMED ENTITY
Supervisory Office: 5 Kacey Court, Suite 100 Mechanicsburg PA 17055