Michael K. Depasquale, Aif, Cltc, Nssa, Ricp

Michael K. Depasquale, Aif, Cltc, Nssa, Ricp Email and Phone Number

Madison and Main Advisors, LLC @ Madison & Main Advisors, LLC
New York, NY, US
Michael K. Depasquale, Aif, Cltc, Nssa, Ricp's Location
New York City Metropolitan Area, United States
Michael K. Depasquale, Aif, Cltc, Nssa, Ricp's Contact Details

Michael K. Depasquale, Aif, Cltc, Nssa, Ricp work email

Michael K. Depasquale, Aif, Cltc, Nssa, Ricp personal email

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About Michael K. Depasquale, Aif, Cltc, Nssa, Ricp

Whether it's premature death, disability, forced early retirement, or potentially having longevity risk, you need to plan… period. In the past, though, you may have received poor advice about that planning. Or maybe you don't have any plan in place whatsoever, which leaves you and your family vulnerable.As you'll read in my Experience section (below), I recently had a life-changing experience as the result of an accident. I've been in your shoes, and I know how you're feeling. If you're nervous about living a secure life before or during retirement, I'm here to help you mitigate that risk.If you are in need of insurance and retirement planning, let’s chat. Whether or not we decide to work together, I am confident our call will be full of insights and actionable steps that can help you plan for your future.MDePasquale@MadisonMainAdvisors.com | 908-653-7205 or 908-663-1001---Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Madison & Main is independently owned and operated. 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.Million Dollar Round Table and Top of the Table membership is based upon insurance sales. For details regarding qualifications for these memberships, please visit the following web site address: https://www.mdrt.org/join/member-requirements/#CA Insurance License #0G84385

Michael K. Depasquale, Aif, Cltc, Nssa, Ricp's Current Company Details
Madison & Main Advisors, LLC

Madison & Main Advisors, Llc

View
Madison and Main Advisors, LLC
New York, NY, US
Employees:
10
Michael K. Depasquale, Aif, Cltc, Nssa, Ricp Work Experience Details
  • Madison & Main Advisors, Llc
    Madison And Main Advisors, Llc
    Madison & Main Advisors, Llc
    New York, Ny, Us
  • Madison & Main Advisors, Llc
    President
    Madison & Main Advisors, Llc Jul 2019 - Present
    Usa
    "Gutters, ladders and disability insurance, a perfect combination" As a financial advisor, I have been practicing over 30 years advising clients about the importance of establishing a secure foundation, protecting themselves and their families, building wealth and properly mitigating risk with life, health, disability and long-term care insurance. Little did I know how quickly my life was going to change on November 4, 2018. Just after 3 PM, I thought it would be a good idea to clean out the leaves in my gutters. So out came the ladder as it has for what should've been a 10-minute gutter cleaning job, just like it has been over the past 12 years. As I approached the top of the ladder and just when I was about to step onto the roof with my right leg, the unthinkable happened. The law of gravity took over, and the ladder slipped from underneath me. It was a terrifying second, with my first reaction to try and hold onto the gutter with no such luck. The immense pain went straight up my right leg as I rolled around on the ground screaming for mercy. Within hours, the doctors confirmed that I had multiple fractures to my calcanael and extended to other surrounding bones – almost the same injury as Tiger Woods' recent auto accident. Immediate surgery was not an option due to the swelling. My recovery, and my time on disability, ended up lasting 7 months. For years, I have always questioned what other things I could have spent the money on. Another vacation, more materialistic stuff that I really do not need. Now that I'm in my 50s, I consider myself very lucky. It could've easily been a long-term disaster both financially and physically. Had my right foot made it safely to the roof, the inevitable would have happened. Instead of falling straight down, my body would have fell backwards head first. Lights out. Here is what I have learned from my experience thus far. Always hire a professional. Most importantly, always pay your disability insurance premium.
  • Madison & Main Advisors, Llc
    Financial Planning
    Madison & Main Advisors, Llc Jul 2019 - Present
    We take a holistic approach to financial planning putting our fiduciary responsibility paramount in our relationship. We offer comprehensive solutions that cover all areas of your financial plan.Our clients receive access to our online suite of financial planning and account aggregation tools to follow their progress towards achieving their goals.Our financial planning practice covers the following specialties:* Retirement, Education, Estate, and Legacy Planning* Cash Flow Planning and Projection* Corporate Benefits Planning* Charitable Gift Planning* Insurance Planning (Life & Health, Disability, Long Term Care)* Social Security and Medicare Planning* Investment Management
  • Madison & Main Advisors, Llc
    Retirement Plan Advisory
    Madison & Main Advisors, Llc Jul 2019 - Present
    Let Madison & Main Advisors quarterback your company’s retirement plan strategy and implementation. Our team of specialists can help your organization ensure its employees have access to a well-run and cost-efficient retirement plan.Our areas of expertise include:* Defined Contribution, Defined Benefit, and Non-qualified Deferred Compensation PlansStrategies to compensate your best talent with incentive plans that go above and beyond the traditional 401(k) plan* Vendor search, selection, benchmarking, and fee negotiation on your behalfParticipant education and engagement initiatives in digital, group, and one-on-one formats* Investment menu design to give participants access to the best managers and products while minimizing fees* Creation and maintenance of Investment Policy Statement (IPS)* Identifying areas of elevated ERISA liability riskWe operate as your organization’s advocate and expert advisor, independent of any affiliation with plan and investment fund providers to deliver the retirement plan your organization and its employees deserves.
  • Madison & Main Advisors, Llc
    Life Insurance
    Madison & Main Advisors, Llc Jul 2019 - Present
    Madison & Main Advisors offers a range of proprietary life insurance products, including:* Variable Universal Life (with fixed and indexed account options)* Indexed Universal Life (with fixed account options)* Guaranteed Universal Life (variable and fixed)* Survivorship Universal Life (variable and indexed)* Private Placement Life* Fixed Universal Life* Term Life* Whole Life* BOLI (Bank-Owned Life Insurance)* COLI (Corporate-Owned Life Insurance)We also offer products from a wide range of third-party insurance providers, including our proprietary life-insurance carriers:* Pacific Life – MVP Series* Nationwide – Marathon Series* John Hancock – Majestic Series* Pacific Life, Prudential – Magnastar ® PPLI * Symetra – Milestone
  • Madison & Main Advisors, Llc
    Disability Insurance
    Madison & Main Advisors, Llc Jul 2019 - Present
    Greater New York City Area
    Madison & Main Advisors offers custom, employer-sponsored, and individual plans designed to protect income and assets in the event of a disabling injury or illness. These plans offer pricing advantages that help clients protect their future, cost-effectively.
  • Madison & Main Advisors, Llc
    Consulting
    Madison & Main Advisors, Llc Jul 2019 - Present
    We provide sophisticated financial insight and service to institutional clients looking for independent and non-biased guidance. Operated under the supervision of our CIO, we combine capital markets intelligence and investment experience with rigorous research to create robust recommendations to help our clients navigate important financial decisions.* Market and Economic Analysis* Alternative Investments* Portfolio Performance and Risk Assessment* Retirement Plan Construction, Menu Design, and Provider Recommendation* Investment Committee Advising, Education, and Development* Investment Policy Statement Creation* Investment Fee Analysis* Investment Manager Search and Selection* Pension Plan Consulting (OCIO, Liability Analysis, Asset Allocation)* Independent Transaction Analysis and Hedging
  • Madison & Main Advisors, Llc
    Investment Management
    Madison & Main Advisors, Llc May 2014 - Present
    We believe a financial plan is only as sound as the investment decisions made in support of it. Our Wealth Trajectory platform provides our clients with sophisticated portfolio management led by experienced managers.Madison & Main has made an investment in our business to allow us to offer expert portfolio management and reduce the total investment cost to our clients. Unlike other firms which outsource the management of your portfolio to third parties incurring an extra layer of fees, we manage many of our portfolios in-house led by our Chief Investment Officer. Our dedicated investment team is focused solely on observing markets and managing your portfolio.We offer numerous discretionary strategies based on your investment objectives and risk tolerance. We also can build custom portfolios for clients with complex financial situations. We have access to broad range of Alternative Investments and can also incorporate option-based strategies to enhance yield on portfolios or mitigate risks associated with concentrated single stock positions.
  • Atlas Advisory Group, Llc
    Vice President
    Atlas Advisory Group, Llc Jan 2009 - Jun 2019
    Greater New York City Area
    Michael’s goal is to work with individuals, families, and business owners to create and preserve wealth using investment and insurance strategies based on in-depth knowledge and research. A Registered Representative with M Holdings Securities, Inc., he maintains FINRA Series 6, 63, 65, and Life & Health licenses.As Senior Partner and one of the five founding partners of Atlas Advisory Group, LLC, the firm is one of over 140 member firms in the US and the UK selected to partner with M Financial Group, offering exclusive access to M Financial’s proprietary offerings tailored to the specialized needs of affluent policyholders.
  • Nationwide Insurance
    Financial Advisor
    Nationwide Insurance Jan 1991 - Dec 2008
    Michael served as a financial advisor for more than 18 years, working with a growing client base to grow and protect their wealth. While at Nationwide, he built lasting relationships with clients from coast to coast by consistently offering financial planning and retirement planning advice to address each client’s personal challenges and opportunities.

Michael K. Depasquale, Aif, Cltc, Nssa, Ricp Skills

Investments Insurance Financial Advisory Wealth Financial Services Disability Insurance Long Term Care Finance Securities Life Insurance Business Planning Retirement Financial Planners Wealth Accumulation Finra Series 6 Retirement Planning

Michael K. Depasquale, Aif, Cltc, Nssa, Ricp Education Details

Frequently Asked Questions about Michael K. Depasquale, Aif, Cltc, Nssa, Ricp

What company does Michael K. Depasquale, Aif, Cltc, Nssa, Ricp work for?

Michael K. Depasquale, Aif, Cltc, Nssa, Ricp works for Madison & Main Advisors, Llc

What is Michael K. Depasquale, Aif, Cltc, Nssa, Ricp's role at the current company?

Michael K. Depasquale, Aif, Cltc, Nssa, Ricp's current role is Madison and Main Advisors, LLC.

What is Michael K. Depasquale, Aif, Cltc, Nssa, Ricp's email address?

Michael K. Depasquale, Aif, Cltc, Nssa, Ricp's email address is md****@****oup.com

What is Michael K. Depasquale, Aif, Cltc, Nssa, Ricp's direct phone number?

Michael K. Depasquale, Aif, Cltc, Nssa, Ricp's direct phone number is (908) 272*****

What schools did Michael K. Depasquale, Aif, Cltc, Nssa, Ricp attend?

Michael K. Depasquale, Aif, Cltc, Nssa, Ricp attended New York Institute Of Technology-Old Westbury.

What skills is Michael K. Depasquale, Aif, Cltc, Nssa, Ricp known for?

Michael K. Depasquale, Aif, Cltc, Nssa, Ricp has skills like Investments, Insurance, Financial Advisory, Wealth, Financial Services, Disability Insurance, Long Term Care, Finance, Securities, Life Insurance, Business Planning, Retirement.

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