Michael Kremer, Cfp® Email & Phone Number

Growing up, Michael spent a lot of time in hospitals and medical offices. Thankfully, it was not because of any childhood diseases, but because his father was a physician, and his mother was a nurse practitioner. He has found that he works well with people in the medical field and that he can help them avoid the many mistakes that are commonly made, and significantly improve their financial lives. The act of serving others and seeing the positive impact on their lives is what gives him the greatest joy. TheraWealth, LLC was founded with the goal of empowering those in the medical community to take charge of their financial health. He does this by creating customized plans that allow his clients to protect what's most important to them (their families, their homes, their businesses, and their incomes) as well as optimize their finances for their future education and retirement needs. The result is that they spend less time worrying about their finances and more time focusing on how to help their patients. I am located in Fort Worth, Texas and have been serving clients for over 20 years in financial services. I work primarily with front-line medical professionals and specialize in retirement planning and investment management. I hold the highly esteemed CERTIFIED FINANCIAL PLANNER™ designation and am also a Financial Adviser. I believe that financial guidance should be given in easy-to-understand language and that managing investment risk is more important than chasing investment returns. I strive to treat each of my clients like family.777 Main St, Suite 3800, Fort Worth, Texas 76102 (682)593-9979 www.TheraWealth.netIn addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, he is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, he is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.Neither TheraWealth nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. TheraWealth is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions.

Listed skills include Consultative Selling, Customer Service, Sales, Public Speaking, and 17 others.

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  The University Of Dallas

  Bachelor'S Degree