CONNECT WITH US

We meet with clients across the country by using web-based technology where you can view our computer screen. Upon starting one meeting, we asked our client how she was doing. She replied, “Great! I just put my feet up and poured a glass of wine."  I told her I was jealous.

​

When working remotely you can discuss your finances in a relaxed environment, from the comfort of your home or office.

Benefits of working remotely with a Financial Planner

❊  Meet from the comfort of your home or office                                             ❊  Flexible Meeting Times

❊  Spouses can participate from different locations                                       ❊  Secure Online Document Sharing

❊  Skip sitting in traffic                                                                                        ❊  Avoid trying to find parking or getting directions

​

Click below to launch a web call with Michael

Zoom

Office Location:

158 Central Ave, Suite C

Ocean View, DE  19970

​

Mailing Address:

32828 Reba Rd, Suite C

Millville, DE  19967

GET STARTED

SCHEDULE AN APPOINTMENT

As they world has changes, so have we.  We can meet face to face or by virtual means, where you do not have to leave the  safety and comfort of your home.  As long as you have a device and the internet, we can meet.  Meet us when it is convenient for you, from wherever you are. 

We can engage with you via Zoom, a secure venue or phone call  

VIRTUAL ZOOM MEETING
PHONE APPOINTMENT

Want us to contact you?  Just fill out the form below and we get back to you as soon as possible.

To schedule a meeting in person call our office at (302) 251-8901

Thanks for submitting!

MAILING ADDRESS:

PO Box 1045

Bethany Beach, DE 19930

PHONE:

(302) 251-8901

Check the background of your financial professional on FINRA's BrokerCheck- https://brokercheck.finra.org The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by third parties to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

*Securities and advisory services offered through United Planners Financial Services, member FINRA, SIPC. Loftus Wealth Strategies and Untied Planners Financial Services are not affiliated. 

*We are licensed to sell Securities in DE,PA, MD,IL,NC. Insurance-related services may not be provided to individuals residing in any states other than DE,PA, MD,IL,NC.