Pulse Health Solutions
Western & Southern Financial Group
“My background and areas of expertise are focused on providing the highest quality professional expertise to ensure my clients achieve the financial goals that they have.”
More about Michael:
- Contracted with Western & Southern Financial Group since 2012.
- Currently hold a Series 6 licence for Investment and Variable Annuity based business.
- Licensed for Life and Health, Long Term Care, Disability, and Critical Illness Insurance(s).
- National Social Security Advisor (NSSA ®) Designation for Social Security review/planning.
Primary Areas of Expertise :
- ROTH & Traditional IRAs ($25/M minimum to open).
- College Savings Plans (529, Coverdell, etc.).
- Fixed, Variable, and Equity Indexed Annuities.
- Review of current and old 401k and 403b plans.
- Current and Future Social Security Planning.
- Risk Management Planning (Life Insurance, Disability Insurance, Long Term Care)