Michael C. Moorhead Email & Phone Number

TMH MISSION:•For affluent individuals & corporations•We focus on minimizing taxes & cost effective executive reward & retention plans•We help you preserve the wealth you have worked so hard to attainWHAT WE DO:•We help maximize tax efficiencies of life insurance to create flexible & customized wealth creation•We offer wealth preservation solutions for individuals & companies•We provide dedicated service & reporting•We review existing life insurance policies to help maximize policy value•We provide companies with independent non-qualified plan expertise, tax efficient plan funding solutions, & cost effective executive retention strategiesTMH VALUE:TMH is proud to be an M Member Firm. M Member Firms are recognized leaders in the wealth transfer and executive benefits markets. Through long-term relationships with major insurance companies, Member Firms are uniquely positioned to deliver customized insurance, benefits, and investment solutions designed for the complex needs of their clients.In 2018, Tippett Moorhead & Haden became an Alera Group company. As a result, TMH has access to the resources, technical expertise and best practices of a large national firm, while maintaining our personalized, local relationships. The innovative culture of Alera Group allows us to collaborate with national partners to help meet your benefit needs. To learn more about Alera Group, visit aleragroup.com or follow them on Facebook, Twitter (@AleraGroupUS) or LinkedIn (@AleraGroup).Securities and Investment Advisory services offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

Listed skills include Insurance, Business Development, Leadership, Financial Planning, and 10 others.

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  University Of California, Los Angeles

  Bachelor'S Degree And Mba