portrait of Michael A Beard

About Michael

I partner with you to tailor personalized strategies to help achieve the unique and specific goals that we develop together. Whether your objective is having a comfortable and dignified retirement, saving for a loved one's education, developing a legacy for future generations or simply taking the next family vacation, I take the time to identify what's most important to you and use an established process to develop a strategy to help you achieve it. I can also work in tandem with your tax professionals and estate planning attorneys to ensure a holistic approach to your financial needs.

My clients appreciate the...

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Military Professionals & Veterans

Work History

  • Edward JonesNovember 2014 to Current

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Northwood UniversityBachelors

Personal Interests

  • Cooking
  • Spending Time with Family
  • Personal Fitness
  • Home Improvement
  • Traveling

Team Members

  • Amy Allen
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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