My mission is to provide a meaningful impact on the lives of my clients and the people they care most about.
I help people make educated decisions with their money and strive to help families provide a strong financial foundation for both themselves and their next generation.
Areas that I focus on include:
1) Retirement Planning
2) Retirement Income Strategies / Retirement Distribution Strategies
3) College Savings Plans for children and grandchildren
4) Life Insurance / Long Term Care Insurance
5) Beneficiary Planning (per stirpes vs per capita)
What do I offer?
Financial advice, financial planning, asset allocation, asset protection strategies, fee based investments, mutual funds, exchange traded funds, annuities, 401k rollovers, in service withdrawals, inherited IRA’s, SEP IRA’s, Simple IRA’s, Roth IRA’s, 529 plans, UTMA’s, strategies dealing with employee stock options (ISO and NQO) and employee stock purchase plans (ESPP), tax reduction strategies dealing with Net Unrealized Appreciation, aka NUA, in highly appreciated company stock, and much, much more.
The majority of my practice is in California with about half of my clients in the San Francisco Bay Area and the other half in Southern California, primarily in Orange County. I also have clients in Nevada, Texas, and Utah.
I’ve spoken at multiple company lunch & learn events on topics ranging from why it’s important to save early to how to build out a financial plan. I am a part of a Dave Ramsey Investment ELP (Endorsed Local Provider) team that services Orange County. I’ve been in the financial services industry since 1996 and have an MBA in Finance and Marketing from USC.
Go to www.mikeloo.com for more information or e-mail me at [email protected] to set up a meeting.