Michael Cowled

Financial, Insurance and Tax Advisor

Role
Co-founder at Q Financial Services
Location
Chandler, AZ, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Michael Cowled

Guiding and empowering individuals and businesses with expert tax advisory and financial…

Experience

  1. Co-founder

    Q Financial Services

    Jan 2024 — Present · US

    Co-founded a strategic planning firm dedicated to helping clients reduce tax liabilities and protect assets. • Developed comprehensive legacy plans to ensure clients\' wealth is preserved for future generations. • Implemented executable strategies that maximized dollar retention, resulting in significant financial benefits for clients.

Skills

  • Sales Management
  • Iras
  • Budgets
  • Life Insurance
  • Finance
  • Captives
  • Management
  • Team Building
  • Investments
  • Professional Liability
  • Executive Management
  • Business Planning
  • Strategic Planning
  • 401k
  • Business Analysis
  • Sales
  • Public Speaking
  • Fixed Annuities
  • Leadership
  • Group Insurance
  • Business Strategy
  • Coaching
  • Small Business
  • Project Management
  • Term Life Insurance
  • Marketing Strategy
  • Social Media
  • Insurance
  • Liability
  • Customer Service
  • Process Improvement
  • Whole Life
  • Team Leadership
  • Brokers
  • Long Term Care Insurance
  • Training
  • General Insurance
  • New Business Development
  • Insurance Brokerage
  • Management Consulting

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