Michael Schlegel

Mike has been helping clients navigate retirement planning since 2000, with a particular focus on Ford employees. He provides guidance on retirement plans, early buyout offers, pensions, and 401(k) decisions, ensuring each choice supports a comprehensive retirement strategy that addresses Social Security, investment management, income planning, and tax efficiency.

As the industry becomes more complex, it becomes difficult for people to understand possible strategies, investment account types, and ever-changing tax laws. It is more important than ever to prioritize what’s important to you and harness your financial resources as efficiently as possible towards those goals without wasting time through trial and error or procrastination. Mike educates his clients so they understand financial concepts in a way they never have before, which empowers them to make decisions with more confidence and less uncertainty.

Mike currently holds FINRA Series 7, 63, and 65 securities licenses. He also holds life, accidental, health, and variable contracts licenses. Mike has recently been teaching a Financial Planning course at Schoolcraft Community College.

Mike and his wife, Lori, have been married for almost 8 years. Together, they have a son, Charlie, and a daughter, Avery. In his spare time, Mike likes to golf, spend time with his kids, and travel with his family.