Michael Pugh, CLU®, ChFC®, CLTC, CASL®, CEPA®
Financial Advisor
Financial Planning with Personalized Service
Financial Independence affords security, flexibility, and opportunity---the security that comes with taking care of your family financially; the flexibility to choose the work & service for which you are passionate; the opportunity to help your community. Independence is the end that wealth serves. Our mission is to help those people with whom we have a working relationship to define, plan for, and achieve their financial independence.
Since 1999, I have worked with individuals, private businesses, their owners, and their key people in the areas of retirement planning, distribution planning, business succession planning, capital allocation & investment management, risk management, and employee benefits.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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