Financial Planning is a relatively new profession. I learned of it myself for the first time in 1989. I returned to the classroom to study accounting, economics, and finance. I also enrolled in a two-year course in financial planning with The College for Financial Planning in Denver, Colorado. Upon completion of that course, I began my career in the financial services industry in December of 1991. In 1995, after serving a mandatory (at that time) apprenticeship, I was awarded the CFP® designation by the Certified Financial Planner Board of Standards. At Family Wealth Management, L.L.C., our processes are consistent with the standards established by that board.
Speaking personally, I got into this business of financial planning, nearly a quarter of a century ago, so that the financially devastating things that happened in previous generations of my family – due to premature deaths, economic downturns, and war – would not occur again on my watch to my children and grandchildren; and so that I could provide my heirs with educational and professional opportunities that my parents and grandparents could never dream of.
My ultimate business purpose, though, has always been to build a financial services practice that enhances the lives of everyone it touches, and that will be doing so one hundred years from now. In the twenty-five years that have elapsed since I was introduced to the financial planning profession, I have worked with literally hundreds of families, and I like to think I’ve made a difference for most of them. More importantly, though, I am now offering you and your family the wisdom that can only come from several decades of having skin in the game – literally (four children and ten grandchildren), and from a love of the game itself. Helping families flourish is more than a tag line for us; it’s really what we strive to do every day. I want you to know that all of us here at Family Wealth Management, L.L.C. are sincerely looking forward to helping your family flourish, too.
Mike has obtained his FINRA Series 7, 63, 65, and 24 registrations held through LPL Financial and is licensed in Kansas for Life, Health, and Variable Insurance Products.