How Your "Financial Planner" Failed You: Retirement Income Planning Essentials - Softcover

Über die Autorin bzw. den Autor

Michael Mansfield is the owner of The Lynd Group Advisors LLC, a State Registered Investment Advisory firm in his hometown of Ventura, California. Additionally, Michael shares ownership of The Lynd Group LLC, a retirement income planning firm, with his mother Debra. Every facet of Michael’s history exemplifies his passion for helping others and his natural affinity for leadership: he earned his Eagle Scout award at age 16 and later honorably served as a Cavalry Scout with the United States Army. Michael had attended Ventura College before he enlisted, continuing on with his education after his military service. He was extended an opportunity to work with a private financial planning firm while earning his Bachelor’s Degree in Business Administration from Cal State San Bernardino. It was there that he developed the passion for finance and insurance that continues to guide him. Today, Michael boasts an impressive set of financial credentials and expertise: a Certified Financial Planner™, Michael is a licensed investment advisor representative, and a former securities broker, holding his Series 66 and Series 7 license (currently inactive). Additionally, Michael is Life/Accident & Health licensed in California. To show his true commitment to the financial profession and his clients, Michael has obtained his Master of Business Administration in Financial Planning (MBA-FP) from California Lutheran University. For Michael, effective financial planning begins when the reality of the numbers and the needs of the individual intersect: the numbers determine the potential options, but the person sets the path. As a result, Michael is dedicated to educating his clients about the strategies and tools he suggests, not just presenting them with a product, so that they have the knowledge necessary to help them make the decision that is best suited to meet their needs. In his view, financial planners are most beneficial when they analyze the portfolio of a client and, based on their findings, develop a variety of recommendations that would provide the client with the best statistical opportunities for success. The client would then be able to select the option most closely matched to their unique needs.