I Am Expert In
Wealth Management Within Managed Accounts
Retirement Income Planning
Investment Savings and Strategies
Employer Plan Rollovers
Mike Herek has been in the financial industry since 2000, and has learned that a team approach is the only way to achieve true success for the client. There is an incredible amount of knowledge in the financial sector across many different aspects. To try and learn every one of these would be futile.
Mike’s expertise and core competencies include wealth management, using a wide variety of investment options inside managed accounts. Building a portfolio inside a managed account, an effective way to manage an individual’s wealth, per their risk tolerance and time horizon. And managed accounts that can be used for short-term, mid-term and long-term goals using a laddered approach to building the portfolio.