Michael Cowled
Co-founder @Q Financial Services
Chandler, AZ, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Jan 2024 — Present
Co-founder @Q Financial Services
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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 ManagementIrasBudgetsLife InsuranceFinanceCaptivesManagementTeam BuildingInvestmentsProfessional LiabilityExecutive ManagementBusiness PlanningStrategic Planning401kBusiness AnalysisSalesPublic SpeakingFixed AnnuitiesLeadershipGroup InsuranceBusiness StrategyCoachingSmall BusinessProject ManagementTerm Life InsuranceMarketing StrategySocial MediaInsuranceLiabilityCustomer ServiceProcess ImprovementWhole LifeTeam LeadershipBrokersLong Term Care InsuranceTrainingGeneral InsuranceNew Business DevelopmentInsurance BrokerageManagement Consulting
ABOUT MICHAEL COWLED
Guiding and empowering individuals and businesses with expert tax advisory and financial…
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