Michael Clanin has been in the financial and insurance business for over 20 years. He works with clients in the areas of Tax-Free Wealth Creation, retirement planning, lifetime income solution and legacy planning. He is an advocate for the safety and protection of his client’s hard-earned retirement money. Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals during working years and during enjoyment years.
Michael’s mission is to help clients avoid losing money in the market, and instead build wealth safely, securely and most importantly providing lifetime income streams that will be there throughout your enjoyment years and then finally transitioning assets onto next generations more tax efficiently and possibly Tax-Free.
Michael is a former educator, so naturally his approach in working with clients is through guidance and educating. He enjoys spending time with family, traveling, hiking, biking, and reading.
LICENSES & ACCREDITATIONS
- Certified Financial Fiduciary®
- Annuity, Life, Long Term Care Licensed
- Infinite Banking Concepts® Authorized Practitioner
- National Social Security Advisor Certificate Holder
AREAS OF EXPERTISE
- Retirement Planning
- Estate Planning
- Tax Strategies
- Life Insurance
- Long Term Care