Michael McErlane
RICP®
i
Retirement Investment Certified Professional®
:
Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Professional Profile
About me (self-reported)Mike specializes in financial planning, investment management, and tax services for physicians and surgeons to help them achieve and maintain financial security. As an independent, fee-only, fiduciary advisor, he always places the best interests of his clients first and provides unbiased advice.
Frisco, TX 75033 My Expertise Retirement Income Planning Designations Held
RICP®
i
Minimum Assets
RA
Minimum Income
less than $50K
Languages Spoken (self-reported)
English
Retirement Investment Certified Professional®
:
Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.