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Michaelís practice serves the needs of a diverse group of clients, including pre-retirees, retirees, professionals, and small business owners

  • Retirement Planning, to help ensure clients golden years are just that, truly golden
  • Estate Planning, to help clients plan the distribution of their assets, ensuring that they have provided adequately for their spouse and children.
  • Succession Planning, to help clients ensure the smooth and orderly continuation of their business, regardless of its size and structure.

"As a Certified Financial Planner, Michael has the expertise to assist with all of your insurance and investment needs."

Michael A. Farrell, BA, CFP, FLMI
             Financial Advisor

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