A trusted and expert advisor
✅ Wealthtender Certified Advisor Review™
March 13, 2023
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:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Eric Davis
A great financial partner!
✅ Wealthtender Certified Advisor Review™
February 27, 2023
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.
K Houston
The Expert Advisor You Need
✅ Wealthtender Certified Advisor Review™
February 18, 2023
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.
Pete M
Newsletter Is Great
✅ Wealthtender Certified Advisor Review™
February 16, 2023
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.
Art Eisner
Military Retiree
✅ Wealthtender Certified Advisor Review™
February 11, 2023
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.
Eric Bleakney
Enjoy the NextMission Newsletter
✅ Wealthtender Certified Advisor Review™
February 10, 2023
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.
Sean
Leave a Reply