I am passionate about bringing financial planning the next level as the industry demand grows stronger. I studied accounting at Saginaw Valley State University and I retain my Series 7,66, Life, Accident,Health Insurance and Variable Annuity licenses. I have traveled many career paths along the way and all those roads have lead me to where I am today. Since 2012 I have been partnering with clients along their financial journey and helping them with their quest to live their best life.
Learn More: https://myclearstrategy.com/
Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
The views expressed are not necessarily the opinion of this podcast interview, and should not be construed directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice.
Recent episodes from Mike Saunders, MBA (see all)
- Interview with Paul Seglund with Pacific Coast Wealth Builders - December 8, 2023
- Kim Magdalein w/Magdalein Financial -How Social Security Planners of America Helps Advisors Mitigate Taxes in Retirement for their clients - December 3, 2023
- Interview with Tim Tacl Co-Founder / Sr. Loan Officer at DNVR Lending - November 30, 2023