Prostatis is different from most other advisory groups in that the staff provides quality tax preparation, financial planning, and estate planning. Calling Prostatis a one-stop shop to retirement security would be the understatement of the year.
Michael has been in the financial field for more than two decades. After he got his law degree, he went to work for an estate-planning firm. It all started to come together naturally.
While moonlighting for a tax firm that also handled financial planning, a light bulb went off in Michael’s head, and the combination just made sense.
“The relationship a person has with their tax preparer is phenomenal. I know them, so let me help them financially from a planning perspective too,” he says.
Michael is the epitome of a triple threat. Armed with a Juris Doctor, a master’s in tax, and the title of financial planner, he has the experience, skill set and credentials to help clients secure a healthy fiscal future.
One of the biggest issues Michael has with other advisors is their approach to risk. They test clients on how much risk they can tolerate. Michael’s question is, “Why tolerate risk if you don’t have to at all?”
Michael wants clients to take the least possible risk to accomplish their goals. He figures out a retiree’s income needs, incorporating tax and inflation, and then develops a plan to age 95.
If a CD, with minimal risk, can accomplish the client’s goals, why risk money in the market?
Michael’s successful track record has caught the attention of popular radio, and he is featured on “The Savvy Investor Radio” program, 6 p.m. Thursdays on WCBM 680AM.
To learn more about Prostatis Financial Advisors Group LLC, visit www.prostatisadvisors.com or call 410-863-1040.
Securities offered through Prime Capital Services, Inc. (PCS) Member FINRA/SIPC. Investment advisory services offered through Asset & Financial Planning, Ltd. (AFP). PCS & AFP are affiliated entities. Prostatis Financial Advisors Group is not affiliated with PCS & AFP. PCS & AFP do not offer legal or tax advice.
Read More: http://prostatisadvisors.com/new/ProstatisFinancial/content.asp?contentID=2017777003