Michael Brady, Cfp®, Mba Email & Phone Number

MIKE BRADY has been a builder, keeper and steward of multi-generational wealth for substantial families worldwide for over 35 years. Over that time, Mr. Brady has advised, consolidated and simplified his clients' financial lives thereby providing them with peace of mind and confidence in their financial future. He has worked with multiple generations of families to insure their lasting legacy long into the future.He is a finance graduate of The Ohio State University’s Fisher College of Business and holds an MBA in finance from Cleveland State University’s James J. Nance College of Business. He completed executive education coursework at The University of Pennsylvania’s Wharton School.As a Certified Financial Planner®️ professional, he works in a fiduciary capacity with his clients and practices and promotes Fee-Only retirement planning and investment advisory services.Mike has lectured widely on financial topics at the college level. He is a trusted financial adviser and coach to business owners, professional athletes, attorneys, accountants, and physicians. He has counseled and advised executives and pre-retirees of BP Oil, CSX Corporation, Parker Hannifin, Eaton Corporation, Ford Motor Corporation, Northrop-Grumman, AT&T, Danaher Corporation, NASA, Praxair, Arcelor Mittal Steel, Walgreen Co., the U.S. Government, The Cleveland Clinic, The South Texas Spinal Clinic, The National Basketball Players Association, and the National Football League Players Association.Specialties: Retirement Planning, Retirement Income Planning, Retirement Tax Planning, Retirement Plan Distributions, IRA Rollover Planning, IRA Rollover Investments, Social Security, Medicare, Estate Planning, Multi-Generational Asset Transfers, Gifting, Asset Protection, Elder Care Planning, Long Term CarePOSTS, FOLLOWS, LIKES, AND SHARES ARE NOT INTENDED AS ADVICE OR ENDORSEMENTS

Listed skills include Retirement Plan Rollovers, Retirement Income, Pre Retirement Planning, Iras, and 37 others.