Michael is the founding father of Madison Rose Advisors, a Member Firm of M Financial Group, one of the nation’s most innovative financial services design and distribution companies serving the affluent and corporate markets.
At Madison Rose Advisors, Michael, and a team of seasoned specialists, develop & customize plans for the successful retirement of corporate professionals, high-net-worth clients, & business owners. He provides fiduciary advice on retirement planning, retirement investments & tax reduction. He designs & implements executive benefit programs along with portfolio consulting, including tax & personal financial planning strategies.
He advises families & individuals on estate planning, personal protection strategies & managing the risk of long-term care. On the corporate side, Michael advises business owners on how to fund buy-sell agreements, which after the loss of a shareholder, assures business continuity and creates long-term incentive plans to aid in their retention of key employees.
Michael’s knowledge & proficiencies include life insurance, retirement planning, college savings plans, long-term care, health and disability insurance, wealth accumulation and distribution, Social Security planning, as well as estate and business planning. His experience allows innovative, individually crafted solutions to sophisticated situations.
Michael is a member of the National Association of Insurance and Financial Advisors (NAIFA), the Association for Advanced Life Underwriting (AALU), and the Society of Financial Service Professionals (FSP). Committed to supporting the community, Michael has been a featured speaker on a wide range of financial planning and insurance topics at hospitals and civic organizations in New York and New Jersey. Michael is a qualifying and life member of the prestigious Million Dollar Round Table. He is a contributor to the MDRT Foundation. His achievements include Top of the Table status. Additionally, he is a member of the Summit Elks Lodge.
Currently, he is a Registered Representative with M Holdings Securities, Inc. maintaining Series 6, 63, 65, and life/health licenses. Mike’s professional designations include:
- Accredited Investment Fiduciary (AIF)
- Retirement Income Certified Professional (RICP)
- Certified Long-Term Care (CLTC)
- National Social Security Advisor (NSSA)
CA License #0G84385
Million Dollar Round Table and Top of the Table membership is based upon insurance sales. For details regarding qualifications for these memberships, please visit the following web site address: https://www.mdrt.org/membership/requirements/
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Madison Rose Advisors LLC is independently owned and operate.
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Financial Planning
Whatever your financial goals are, sound planning is essential to making them a reality. By taking into account your personal situation, we’ll work with you to create a plan that is unique to you. We’ll guide you through the options, keeping in mind your goals, personal circumstances, and any concerns you may have. From there, we’ll help you build and carry out a highly customized plan, and provide ongoing monitoring to identify changes that need to happen along the way.