Michael L. Gustafson, Cfp® Email & Phone Number

CERTIFIED FINANCIAL PLANNER™ with over 20 years in the financial planning industry. Mike specializes in comprehensive financial planning for executives, families, retirees, and businesses. He’s dedicated to delivering confidential and consistent financial planning and advice to help his client’s navigate through the investment planning process. Mike shares and respects his clients' ideas for handling their money. He prides himself on strong ongoing client relationships and a dedication to their needs and financial success.After understanding the goals of his clients, Mike recommends, helps them decide on, and implements strategies to help them achieve their goals. Mike implements these suggested strategies through a financial planning process.Mike uses his independent status to leverage a variety and depth of investment products in the marketplace to help achieve his client’s objectives. He has a vested interest in his client’s success. Through quality planning and execution, Mike’s priority is to fit his clients with strategies that account for their personal needs and objectives. Mike believes that his independent status is key to offering investment advice based on what’s best for his clients.Specialties: Asset management services Investment portfolio management Retirement income solutions Education funding Stock options & deferred compensation strategies Wealth management and estate planning Charitable giving and gifting Small business retirement plansInvestment advisory, insurance and financial planning services offered through Focus Financial Network, Inc. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services mentioned here are independent of Osaic Wealth.

Listed skills include Securities.