Michael Botkin Email & Phone Number

Botkin Financial Group is a full service wealth management firm, specializing in helping retirees and pre-retirees plan for and realize a secure financial future. Our belief is that planning for retirement requires an organized process which gives our clients a high degree of confidence that they will be able to retire with the lifestyle they desire. We prefer to work with clients that understand the value of regular communication and client reviews. As an independent advisory firm our approach is to listen to the needs of our clients, develop a personalized plan, and then take an appropriate amount of time to educate why the plan will achieve our clients objectives. We believe that taking time to get to know people well, leads to a lasting successful relationship.Mike has been featured on the local Fox and NBC affiliates, and has written numerous articles on issues related to retiring. In addition, for over 16 years Mike has been a featured speaker at industry conferences, training events, and networking events. He is credited with trained thousands of industry professionals on ways to improve their clients lives, and build successful practices.Mike serves on the Board of Directors of Banyan Tree Learning Centers. Banyan Tree provides educational therapy, treatment for dyslexia, learning and attention problems, auditory processing , OT and Speech in Point Loma, Liberty Station, and Mira Mesa.Mike and his wife Nancy have been married for 40 years and live in La Jolla California. They attend La Jolla Community Church.Specialties: Retirement Planning, Income Planning, Tax Free Income, Wealth Preservation, Wealth Transfer, Risk Management, Training, Mentoring, Motivational Speaking, Trouble Shooting, Management Consulting.

Listed skills include Retirement Planning, Leadership, Retirement, Wealth Management, and 31 others.