Michael Flink
Sr Private Wealth Advisor, Partner @Blue Trust
Signup · Get unlimited contacts
WORK HISTORY
Sr Private Wealth Advisor, Partner @Blue Trust
Birmingham, AL, US
Ronald Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With a nationwide network of 16 offices we offer comprehensive financial services and objective advice to clients across the wealth spectrum. Our services include: • Financial, retirement, and estate planning • Investment management • Cash flow and budget planning • Charitable giving strategies • Personal trust and estate settlement • Bill paying • Business consulting services • Family Office • Professional Athlete services • Institutional services • Retirement plan consulting
EDUCATION
Boston University
CFP, Financial Planning
Taylor University
BA, Economics & Finance
SKILLS
ABOUT MICHAEL FLINK
My team focuses on serving Leaders: From founders / leaders of companies to physicians leading their medical practices. Leaders have a lot on their plate and need someone they can trust to be their single point of contact as their objective financial quarterback. Services include being the Family’s Personal CFO * Investment & Portfolio Strategies * Tax Planning & Coordination (Forward Looking)* Financial Independence Analysis * Generosity Mission Statement & Planning * Family Legacy Plan & Estate Plan * Clients’ Digital Financial Engine & Personal Secure Financial Vault We help our clients and families achieve their financial goals and objectives. We can do it differently because we see our clients’ whole financial picture and we don’t sell any products.Ronald Blue Trust has provided biblical personal Wealth Management to individuals and business owners for over 40 years across the country with over 16 offices. To learn more, please see my personal website
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.