Mike Branch
CERTIFIED FINANCIAL PLANNER™, Financial Advisor. Helping people cross the bridge to a confident retirement.
- Role
- Certified Financial Plannertm at Focus Financial Network, Inc
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Mike Branch
I help individuals and families make the financial transition from work to retirement…
Experience
Certified Financial Plannertm
May 1995 — Present · Minneapolis, MN
I help individuals and families cross the bridge to a confident retirement.My areas of expertise include helping families pay less for college, creating lifelong retirement income through dividends, and developing strategies to minimize taxes on IRAs and other retirement plans. In 1986 I graduated with a bachelor’s degree from the University of MN. I am also a CERTIFIED FINANCIAL PLANNER™ and a member of Ed Slott’s Master Elite IRA Advisor Group™, a private study group of financial advisors with extensive IRA experience. Through this affiliation I receive on-going, specialized training and support in IRAs and retirement plan distribution strategies.Disclosure:\"Ed Sotts\' Elite IRA Advisor Group\" is solely an indication that the financial advisor has attended training provided by Ed Slott and Co. Ed Slott is not affiliated with Royal Alliance Associates, Inc.
Education
University of Minnesota
BA, Journalism and Mass Communications
1984 — 1986
Skills
- Retirement Planning
- Insurance
- Wealth Management
- Financial Planning
- Retirement
- Personal Finance
- Estate Planning
- College Education Planning
- 401k Rollovers
- Iras
- Investments
- Securities
- Inheritance Tax Planning
- Public Speaking
- Language Teaching
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