59.5_brochure

Download your free eBook

Learn how to prepare for retirement and navigate your Social Security benefits. We're here to help.

In this eBook, you'll learn more about

59_Brochure_0000_portrait-of-lovely-old-couple-60s-resting-together-PEAD75S

Building Your Retirement Savings

59_Brochure_0002_group-of-senior-friends-sitting-on-rocks-by-sea-on-QXUV3F5

How Social Security Benefits Have Changed in Recent Years

59_Brochure_0001_portrait-of-smiling-senior-african-american-couple-53JSG9Y

Staying Healthy and Strong in Your Golden Years

Mike Loo headshot_Hubspot_1

MIKE LOO

VICE PRESIDENT OF WEALTH MANAGEMENT

With over 20 years of experience in the financial services industry, Mike Loo helps clients understand that all financial areas are equally important to pursuing their goals. Mike has spent the majority of his time committed to becoming familiar with all aspects of financial, tax and estate planning, especially in the areas of wealth accumulation, distribution strategies and wealth transfer strategies. He understands that to help his clients’ work towards and maintain financial independence, a comprehensive approach must be taken.

  • Investment Planning Strategies
  • 401(k) & Retirement Planning
  • Saving for Retirement
  • Insurance & Long Term Care
  • Distribution Planning
LEARN MORE