Get To Know The Team

Getting to know you is our number one goal. Where is the value if we focus our energies putting you on one path when you want to follow another.

Michael Iskra

Michael started his financial services practice in 2014 after a number of years as a finance/operations management professional.

His mission is to provide a tailor-made solution that addresses your specific financial objectives. It is Michael’s belief that life insurance is the most misunderstood financial instrument that can serve a necessary function in every portfolio regardless of your stage in life and financial situation. Michael is also a proponent of alternative asset classes.

Michael specializes in working with business owners and high net worth individuals utilizing a team of strategic advisors addressing tax, retirement and estate planning issues. Michael is passionate about providing results rather than returns and believes in the adage ” where your money is is more important than what it earns. He believes in building long-term relationships not only with you but your family members, friends, and colleagues. His tagline is “Providing Peace of Mind.”

In order to better understand how I can help you build those wonderful pathways in your journey.

Getting to know you is our number one goal, as what good would it do if we focus our energies on putting you on one path when you want to follow another.