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Learn the critical details to address when creating your own estate strategies. We're here to help.

In this eBook, you'll learn more about

Wills

Letters of Intent

Power of Attorney

Health Care

2nd & 3rd Marriages

Guardianship Designations

Trusts

List of Accounts & Passwords

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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
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