Michael F. Law, CFP ®
Co-Founder, Senior Partner, Financial Advisor
As a fiduciary, in advisory relationships, my goal is to be an independent and valued partner for my clients. I serve as a central resource for all my client's financial affairs by working collaboratively with estate attorneys, insurance agents, CPAs and tax advisors. In all areas, I put my clients first.
With over 22 years of experience in the Financial Services industry, I help my clients navigate the complexities associated with personal and business finances. I align my client's goals with their needs and situation through customized financial plans to serve them now and throughout their financial journeys.
Areas of Expertise
• Cash Flow Analysis
• Retirement Planning
• Insurance Analysis
• Tax Analysis
• Investment Management
• Estate Planning
• Succession Planning
Advanced Certification
• CERTIFIED FINANCIAL PLANNER'" professional
Licenses and Education
• Multiple FINRA registrations
• Various State Life, Accident and Health insurance licenses
• Bachelor's degree-Finance, University of Pittsburgh
Interests
I reside in the Butler, PA area with my wife and two rescue pups. I am passionate about sports and music and I enjoy staying active swimming, fishing, and playing golf.