Mike Milligan, Cfp® work email
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Mike Milligan, Cfp® personal email
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You are One of a Kind; You deserve a One of a Kind Financial Plan™️.With decades of experience as a Certified Financial Planner®️ and an Adjunct Instructor at Old Dominion University, my mission is to demystify financial planning for clients and students alike. At Ideas By Mike™️, LLC, I specialize in creating comprehensive strategies that address the multifaceted needs of our clients, from daily budgeting to long-term savings and risk management. See, we make complex financial planning by breaking your needs into five easy to understand plans: 1. A Tax Plan, 2. Your Personal Retirement Income Plan, 3. Your Investment Plan, 4. A Long Term Care and Health Care Plan and 5. Your family’s Legacy Plan.Our team is dedicated to transforming complex financial concepts into actionable plans. Through my role at ODU, I contribute to shaping the next generation of financial professionals, equipping them with the knowledge to pass the CFP®️ Exam and make a lasting impact in the field. My approach intertwines practical advice with real-life experience, ensuring that every decision supports our clients' ambition to live life well.With Ideas by Mike™️, our team of professionals simply your plan; and we are there to execute “A One of a Kind Financial Plan for Your One of a Kind Life”. I am an educator at heart; from teaching at the highest levels of career learners who want to change people’s lives through planning to using social media, webinars, podcasts and individual meetings to equip individuals to break free of the average life most financial firms want you to have. They want you to let them manage your money to reward their shareholders, board of directors and the IRS by growing your money to generate higher fees and more taxes versus planning for more take home money for your family over your life and to the next generation by lowering fees and retiring your tax debt.Let’s get started!
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Founder1.Oak FinancialUnited States -
Adjunct InstructorOld Dominion University Jan 2024 - PresentNorfolk, Va, UsI have accepted a role with the School of Business and Executive Education to help career learners and aspiring Financial Planners by leading courses in Foundations of Financial Planning, Retirement Plans and Income Planning and the Capstone Course. The coursework satisfies the educational requirement for sitting for the CFP Exam. We are looking to making an Impact at ODU with the next Generation of Certified Financial Planners.For more information on the program, go to https://www.odu.edu/cepd/cfp -
Director, Client StrategyJb Growth Partners Mar 2021 - PresentNashville, Tn, UsRetirement planning is tough; educating first is our target at JB Growth Partners. We educate agents and help them create forecasted plans to help their conservative clients retire with more. -
Certified Financial PlannerIdeas By Mike, Llc May 2002 - PresentI believe there are five key areas we all need to plan for: 1. How to pay our daily bills while putting some aside in savings, 2. Home Purchases; which one, when do I trade up or down and how to maximize the value in this home, 3. Planned Savings for Long-Term needs, Emergencies and those things that we all know will wear out one day (Replacement Savings), 4. College Funding and Planning for our kids; it's not just a 529 plan, it's a plan to maximize funding strategies and 5. How will all the above be accomplished if I can't work or if I pass away early because my families dreams and goals are more than just about me. Our firm thinks it is that simple. Let us take the complicated and make it simple because you are not just an account number in our office; you have dreams and passions that need financial planning help. Let's do this together! -
Wealth Management Positions At Regional BanksVarious Banks Jun 1999 - Jun 2023I was the primary relationship manager for all my clients’ financial needs. Also completed BB&T’s Management Development Program.
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Head Baseball Coach And College Athletics AdvisorNorfolk Christian Schools Aug 2007 - Jun 2018Norfolk, Va, UsI oversee the operation of Norfolk Christian High School’s baseball program including the varsity baseball team. Since taking over as head coach, I’ve ensured that the program emphasizes developing players’ fundamental athletic skills while prioritizing a “team first” attitude in all aspects of the game.Eighteen of our players have gone on to play baseball in college over the last nine years, with many more looking to do so in the future. In July, 2016, I also began the work of College Athletic Advisor for all athletes at the school. I help our student-athletes execute communication plans and work with the athletes support team to insure NCAA, NAIA and/or NJCAA eligibility.Our baseball program has finished in the top ten state rankings in VISAA Division 2 (2012-2016) and Division 1 (2017-19).. We advanced to the state quarterfinals in 2014, 2015, 2016, 2017 and 2018, finishing as conference regular season runner-up in 2014 and 2017 and tourney runner-up in 2015. In 2018, we were regular season and conference tournament champions. Also during my time at Norfolk Christian over the years, I served a year as Director of Annual Giving supporting the Advancement Director in support raising for the annual budget (2007-08 Academic Year).Norfolk Christian is a special place for families of Hampton Roads; a jewel that is undiscovered by many. I invite you to experience Ambassador Life for your students.
Mike Milligan, Cfp® Skills
Mike Milligan, Cfp® Education Details
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Campbell UniversityTrust Management -
Campbell UniversityMinor In U.S. History
Frequently Asked Questions about Mike Milligan, Cfp®
What company does Mike Milligan, Cfp® work for?
Mike Milligan, Cfp® works for 1.oak Financial
What is Mike Milligan, Cfp®'s role at the current company?
Mike Milligan, Cfp®'s current role is Founder.
What is Mike Milligan, Cfp®'s email address?
Mike Milligan, Cfp®'s email address is mi****@****nancial
What is Mike Milligan, Cfp®'s direct phone number?
Mike Milligan, Cfp®'s direct phone number is (844) 422*****
What schools did Mike Milligan, Cfp® attend?
Mike Milligan, Cfp® attended Campbell University, Campbell University.
What are some of Mike Milligan, Cfp®'s interests?
Mike Milligan, Cfp® has interest in Children, Economic Empowerment, Education, Baseball, Finance, Upward Sports.
What skills is Mike Milligan, Cfp® known for?
Mike Milligan, Cfp® has skills like Public Speaking, Mutual Funds, Investments, Strategic Financial Planning, Investment Advisory, Personal Finance, Financial Planning, Disability Insurance, Insurance, Retirement, Life Insurance, 401k.
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