For federal retirement workshop locations & dates, visit: http://www.fedimpact.com/LCP
About My Practice
The mission of Legacy Capital Planners, LLC is to provide advice so that our clients have greater confidence knowing their strategies are consistent with their values and financial objectives. Our primary focus is to help provide our clients with solid, easy-to-understand financial and estate planning guidance. We believe it is crucial for today's retirees to understand how to protect their assets from excessive taxation, probate costs, medical expenses and a vacillating stock market.
Michael graduated from the University of Maryland with a Bachelor of Arts in economics. He then earned the designations of Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) from The American College of Financial Services in Bryn Mawr, Pennsylvania. This rigorous course study helped hone his knowledge of investments, insurance planning and estate planning.
Michael has passed the Series 65 securities exam and is licensed in life and health insurance in Washington, D.C.; Colorado; Delaware; Florida; Georgia; Maryland; Oklahoma; Pennsylvania; Rhode Island; Virginia; and West Virginia.
Offering Advice Since
Areas of Specialty
Comprehensive financial planning
Investment planning and asset management
Long-term and elder care
Budgeting and cash management
Licenses, Certifications, Education, and Affiliations
Designations: ChFC, CLU
Insurance Licenses: Life & Health
Security Licenses: Series 65
Education: Bachelor of Arts in Economics from University of Maryland
Investment Advisor Registration: SEC
Charges to Clients for Services
Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
My Association with the Office or Firm