WELCOME
Michael Coleman, Ph.D. is a specialist in retirement income. To insure that he and his staff can give every client personalized service, he limits his practice to 150 families. For 28 years he has been helping his clients arrange their finances to support their life goals, and then conservatively managing their investments to reach these goals.He maintains strategic alliances with numerous financial experts, including some of the largest financial institutions in the world, but he is an independent registered investment advisor. This independence allows him to give advice that is completely objective, and to choose planning strategies and financial instruments that are uniquely suited to each client.Please read the following disclosure before entering our site:
IMPORTANT CONSUMER INFORMATION
This communication is strictly intended for individuals residing in the states listed below. No offers may be made or accepted from any resident outside of the following states:
Arizona, California, Colorado, Hawaii, Idaho, Indiana, Minnesota, Montana, Nevada, New Jersey, New Mexico, New York, Oregon, Tennessee, Texas, Utah, West Virginia, and Washington.
A broker-dealer, investment advisor, BD agent, or an RIA may only transact business in a state if first registered appropriately. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.
For information concerning the licensing status or disciplinary history of a broker-dealer, investment advisor, BD agent, or IA representative, a consumer should contact his or her state securities law administrator.
Securities offered through United Planners Financial Services of America — A Limited Partnership. (Member: FINRA www.finra.org SIPC www.sipc.org)
California Insurance License #0667255
