Mike Kretz
Financial Advisor at Keystone Financial Group
- Role
- Financial Advisor at Keystone Financial Group
- Location
- Lexington, KY, US
- LinkedIn followers
- 500 followers
About Mike Kretz
My focus is to help people plan for their immediate and long term future and to take the…
Experience
Financial Advisor
Jun 2008 — Present
I work with individuals and business owners to assist them in planning for their immediate and future financial needs. I analyze their current financial situation and use several software programs to help project the financial track they are currently on when taking into account taxes, inflation and various investment returns. I focus on a tactical proactive investment management approach that utilizes a variety of investments. I employ a sector rotation strategy that is focused around Relative Strength of underlying sectors and asset classes.
Skills
- Investment Strategies
- Financial Analysis
- Retirement Planning
- Mutual Funds
- Financial Advisory
- Investments
- Investment Advisory
- Strategic Financial Planning
- Wealth Management
- Series 63
- Fixed Annuities
- Retirement
- Series 7
- Asset Allocation
- Uniform Combined State Law
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