Special Offer: Get 50% off your first 2 months when you do one of the following
Personalized offer codes will be given in each session
1764178535-9459ea94f8f26a09
Name
S. Michael Milligan, CFP®
Title
CEO/Founder
Bio
I am a lifelong learner looking to use my practiced skills to help others just as folks have helped me. I am licensed in life and health insurance. I obtained my CFP® certification. Professionally, my goal is for our team to be known as a financial services firm that consistently strives to put our client’s best interest first.

I have worked for major banks and small investment firms to learn the ropes before starting my own firm almost a decade ago.