Mike Lepore

Mike LePore began his career while in college starting a small accounting business. After college, he worked as an accountant working in the corporate world, while still operating the business part-time. In 1991, he left his corporate job and went into business full-time and in 1992 expanded the business to include insurance and financial services. He has been counseling people on retirement for 43 years. He has always been an independent financial advisor to have access to multiple companies to find the best strategies for his clients’ needs. Mike’s focus over the years has been to educate clients first and foremost, listen to their story and concerns, to find the best possible solution to fit their needs. He is constantly educating himself on industry trends and software to show clients the best ways to build wealth and reduce taxes while not running out of money in retirement, so they leave a legacy for their family.

Mike’s clients are from all walks of life, including Individuals, Families, Women, Baby-boomers, Pre-retirees, and Retirees. He enjoys educating clients of all ages from their 20’s – 80’s.

When Mike is not helping clients reach their financial goals, he is usually spending time with his family. He enjoys the outdoors, hiking, fishing, and camping. Mike was born and raised in Delaware but moved to Colorado where he lived for 8 years before moving back home to Delaware. He has always loved the mountains of Colorado and moved back in 2017, where he has lived for the past 6 years.

LICENSES & ACCREDITATIONS

  • Retirement Specialist
  • Life & Health Licensed
  • Annuity Licensed

AREAS OF EXPERTISE

  • Retirement Planning
  • Estate Planning
  • Insurance Services
  • Medicare

Mike Lepore

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