About Michael
I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will assist you as you: * Define your personal financial goals * Develop a financial strategy that can help you achieve these goals * Suggest suitable products and solutions based on your own tolerance for risk and your time-frame * Implement your strategy with products and services that help meet your needs. Mike offers total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in: * Retirement analysis and programs * Estate strategies * Employee benefit and retention services * Business continuation strategies I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
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The firm
For individuals and business owners who want to feel confident with their finances, Tide Creek provides comprehensive financial services that empower you to make more informed decisions that lead to better results. Our financial planning process can help to take the guesswork out of managing your finances and will show you the implications of your financial choices. We develop and implement goal-based financial plans that are personalized, and provide honest, on-going advice and coaching to keep you on track and allow you to continue to meet your goals as they evolve throughout your lifetime.
8178 Lark Brown Road Suite 302 Elkridge, MD 21075$226B assets under management