No one likes to experience bad service especially when it comes to planning for the future and the financial welfare of you and your loved ones. Mike takes a high touch approach to working with his clients in delivering a fiduciary level of care.
At LifePath Wealth Management Mike is committed to full disclosure. As a client, you will not only know how LifePath is being compensated, but also for what. If there are any conflicts of interest, those too will be fully disclosed. At the same time it is important as a client to provide all of the information requested to uncover the best possible financial solutions for you. And if your circumstances change, it’s important that those changes be communicated.
Ultimately LifePath is accountable to you as a client. At the same time, Mike will also work with your other trusted advisors, such as your CPA and Attorney, or other professionals who are involved in your personal and financial well-being. This allows LifePath to provide the best comprehensive care and desired outcomes for clients who are motivated to achieve their goals.