From 1979 to 1984 I owned a small transportation company in Southern California. I lost my business partner in a tragic auto accident. Unfortunately had an “Unfunded” Buy-Sell agreement and I was forced to sell our company to pay his family and fulfill my partnership obligation. I have leveraged this experience and other life events to assist my clients and colleagues since 1984.
Since 1984, I have been a licensed Life Insurance, Long Term Care and Disability Income Specialist. Additionally, I am an RIA, Registered Investment Advisor representative working with Individuals, families and small business owners concerned with protecting those they love, care about and are responsible for. I focus on the design and implementation of protection and wealth accumulation strategies.
Investment Advisory Services are offered through Cornerstone Securities LLC.
Mike Saunders, MBA
Recent episodes from Mike Saunders, MBA (see all)
- Interview with Mario G. Taffo, Federal Benefits Consultant on Understanding FERS Benefits and Retirement Planning - December 20, 2024
- Interview with Andrew Hanson Vice President of Generations Wealth Management Discussing Overcoming Financial Fears and Challenges - December 18, 2024
- Interview with Andrew Hanson Vice President of Generations Wealth Management Discussing Creating A Financial Plan for the Future - December 18, 2024