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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.

Stay Safe with a B.O.P. At Your Back

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
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When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
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