Michael J. Doran

About Michael J. Doran

Retirement Planning and Insurance Consultant that helps Families, Individuals, and Business Owners protect their assets, their earning ability, and their Retirement dollars.We work for you. Our job is to review your goals and objectives, along with your current plan, and provide honest and unbiased feedback. When appropriate, we will recommend the best solutions we believe will help you accomplish your goals.Specialties- Retirement Planning- Social Security Planning- Long-Term Healthcare Planning- Life Insurance- Estate Planning- Business Continuation Planning (Buy/Sell, Key Person, Disability Buy-out)- Executive Benefits/Deferred Comp. Plans

Experience

1. Retirement Planner

   Asset Preservation Mi

   Jan 2024 — Present

   Retirement Planning, 401k Rollovers, Pension Buyouts, Social Security Planning, Long-Term Healthcare Planning, Life Insurance, Business Buy/Sell & Succession Planning

Education

• Northwood University

  Bachelor, Business

Skills

• Iras
• Life Insurance
• Finance
• Personal Finance
• Retirement
• Bonds
• Strategic Financial Planning
• Financial Services
• Securities
• Estate Planning
• Life, Disability, & Long Term Care
• 401k
• 401 K Rollovers
• Roth & Traditional Iras
• Disability Insurance
• Fixed Annuities
• Wealth
• Asset Management
• Investments
• Retirement Planning
• Finra
• Pensions
• Cds, Bonds, Annuities
• Defined Benefit
• Series 63
• Series 7
• Insurance Consulting
• Insurance
• Portfolio Management
• Financial Planning
• Traditional Ira
• Small Business
• Mutual Funds
• Investment Advisory
• Wealth Management
• Roth Ira
• Variable Annuities
• Long-Term Care