Michael Colkitt
- Role
- Managing Director at Evolution Financial Group
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Michael Colkitt
Evolution Financial Group is a leading comprehensive financial services firm…
Experience
Managing Director
Nov 2017 — Present
Michael is a Retirement Income Certified Professional with over 28 years in the Financial Services Industry. Michael specializes in helping clients build integrated and comprehensive retirement income plans. Michael’s key focus is helping clients understand, choose, and execute a strategy for generating sustainable income throughout retirement by managing retirement risks through diversified and flexible planning. Michael A. Colkitt is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc, Member FINRA/SIPC, Rosetree Building 2, 1400 North Providence Road, Suite 3007, Media, PA 19063. Evolution Financial Group is independent of Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. Agent is licensed to sell securities and insurance in Pennsylvania. An “endorsement” of this individual is not a referral of him for investment advisory services and may not reflect others’ views or experience.
Education
The American College of Financial Services
RICP, Retirement Icome Certified Professional
Neumann University
BS, Liberal Studies, Business Administration Concentration
Skills
- 401(K) Rollovers
- Wealth Preservation Planning
- Banking
- Life Insurance Strategies
- Financial Planning
- Investments
- Iras
- Portfolio Management
- Retirement Planning
- Licensed in Long-Term Care Insurance
- Business Planning
- Gifting Strategies
- Key Person Insurance
- Wealth Transfer Strategies
- Supplements to Employee Benefits
- Risk Management
- Grandchild Gifting
- Ira Rollovers
- Investment Advisory
- Lifetime Income Strategies
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