Michael Henry CLTC®

“I believe clients make better financial decisions when they understand why a strategy makes sense. My role is to educate, challenge assumptions when necessary, and create a plan that reflects what matters most to each person.”

Michael helps pre-retirees, business owners, and physicians navigate important financial decisions. After earning his MBA, Michael made a career change that allowed him to combine his interest in finance with his desire to take care of people. His work focuses on retirement planning, financial planning, and investment management, including strategies such as Roth conversions and long-term care planning. Michael prioritizes education and open communication, helping clients understand their options while encouraging thoughtful decision-making. He finds it especially rewarding when clients can see their planning come together and feel more comfortable with the path ahead.