Strategies for Retirement

I would not recommend using this firms services due to the unprofessional way I was treated. There was an initial 15 minute consult with a follow up Zoom meeting. Mike was supposed to have a annuities product ready to discuss and when I asked him what I would get in return for a sizeable investment there was not a clear answer to be had. I felt as though this was a used car salesman approach with the "Shell Game"... don't walk away, run, he does not want to educate he wants to get your money and then move on to the next prospect... not a good way to do business Mike...
Dec 7th, 2022

Just had an appointment at the company office with Michael. The Good: Professionally run office on face value. I believe that he has the skill set to assist a client in investment strategies as long as it fits within his company wheelhouse and financial products. This has made him a wealthy man .The end. The not so good: Michael WILL tactically profile you and your current situation and if you do not have a considerable amount to invest right away you will be dismissed and quickly ushered out of his office and you will then ask yourself ..what just happened. My wife felt that she was treated like the village peasant. Sadly, Michael did not see us as immediate clients and he didn't even look at our financial portfolios ( as requested by the way) to give some strategic guidance. Had he done so he would have seen a very robust and strong portfolio that may have needed some tweaking. Not the teaching or coaching moment we were expecting. We would have gladly paid for non biased financial advice . After all the company is called "Strategies For Wealth Management". I must have missed something between the salad and the entree at the presentation. In fairness , he did spend a few minutes (and I mean a few) rehashing his presentation from the orientation dinner. However; he never disclosed the WIIFM - What's in it for Me as to what he gains from new clients . Transparency and trust is important in a financial relationship which neither was on display at that meeting. Not meaning to beat you up to much Michael but, you would get better understanding from your audience or potential clients if you just honestly mentioned up front in the orientation meeting that you are looking for clients who are ready to immediately invest (a large sum of money) with you leading to a follow up meeting, since that is your target group, No shame in that , but it would save a lot of time and effort from both sides.
Sep 8th, 2021

Great team and approach. Felt welcomed and very happy to be working with them.
Sep 2nd, 2021

I met Michael almost 8 years ago and my wife and I decided to purchase annuities with him. Best move we made, especially making us feel more secure during this downturn. We have other annuities but the product that he sold us is by far the best in multiple ways. He and Laura are good people and you can absolutely trust them!
Jul 26th, 2021

I've been a client of Strategies for Retirement for over 4 years. The staff have always been friendly and helpful. Michael is very knowledgeable and available to discuss my personal investment goals. I am extremely pleased with the results so far.
Aug 18th, 2018