Great Financial Advisor
✅ Wealthtender Certified Advisor Review™
Mike presents his expertise and insights in a digestible format that is easy to understand. We enjoy how he tailors to our financial situation and how he understands navigating from active duty to planning for retirement and everything in between. His newsletters include helpful tidbits and educational information. Mike's passion and commitment are key reasons that we trust his advice. Thank you, Mike!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A trusted and expert advisor
✅ Wealthtender Certified Advisor Review™
I've known Mike since we served together at Vandenburg AFB in 2018-2019. I was his Individual Mobilization Augmentee while he was the Mission Support Group Commander. I observed first hand his leadership and dedication to the mission. As a client of Next Mission Financial, I've seen Mike's passion and commitment to helping people feel more confident with their finances. My wife and I trust him with our financial planning. His integrity and his commitment to service and excellence in above reproach. We are very happy and fortunate to be working with him.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A great financial partner!
✅ Wealthtender Certified Advisor Review™
I was introduced to Mike by a mutual friend and have been blessed to have him as my financial planner for over a year now. Mike has provided wise counsel, education, and direction in helping me better invest and manage my savings and grow my retirement. I appreciate the knowledge shared and the MANY questions he's answered for me as we build our relationship. I look forward to an amazingly fruitful long-term relationship!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
The Expert Advisor You Need
✅ Wealthtender Certified Advisor Review™
Mike has been invaluable to me to shape my financial situation, ensure the kids college funds, retirement, and other financial goals are met. As a 20+ year veteran, Mike knows the adventures of a military career and a post military adventures. The transition can be scary for some, but having Mike in your corner advising you will help ensure you're on the right track. Thank you Mike!!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Newsletter Is Great
✅ Wealthtender Certified Advisor Review™
Really enjoy the newsletter. Especially how it is simple to understand and doesn't confuse me with a bunch of technical financial terms that I have never heard before. It breaks things down and makes it easy to understand what they are talking about, but yet it is really educational to me.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Military Retiree
✅ Wealthtender Certified Advisor Review™
Highly recommend Mike’s services. He is the real-deal.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Enjoy the NextMission Newsletter
✅ Wealthtender Certified Advisor Review™
I appreciate the “Quick Takes” newsletter from Next Mission Financial Planning. It’s easy to read, highlights some interesting points, and provides some nice references if you want to learn more. I also trust Mike to provide good, unbiased insights that are in the best interest of the client, not his business.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.