Our Qualifications

In financial matters experience and integrity counts!  Mike has eearned the  Chartered Financial Consultant desigantion,  ChFC^® and is a member of The American Society of Pension Actuaries. He has been helping West Texas families with Retirement and Estate Planning for over 38 years. He has been a caring guide to generations of families, helping to remove the burden of retirement & estate planning and asset management so his clients can better enjoy the fruits of their labors.

Mike's priority is to assist his customers in developing and implementing a financial plan with the personal goals and needs in mind. Mike grew up in the Lubbock area and graduated from Texas Tech University. He is currently sponsored by South Plains College as an instructor for Adult Retirement educations courses.

Mike understands that more Americans than at any time in history have retirement savings plans or investment accounts. As frightening developments have taken place on Wall Street and with highly publicized and large scale investment fraud dominating the recent news Mike shares your concern about the security and integrity of your investment portfolio. Mike welcomes any background inquiry and would be happy to share Total Benefit Service's privacy policy at your request.  

For background information on Mike's licensing status and Total Benefit Services please feel free to contact:

Brokers International Financial Services LLC:  877-886-1939 ask for the licensing department to verify Mike's licensing and registration status.

Mike is a registered representative and Investment Advisor representative with Brokers International Financial Services LLC, member FINRA & SIPC.  A consumer check on Mike's licensing status and history may be performed www.finra.org.

For information regarding Mike's insurance licensing status and history please contact the Texas Department of Insurance on the web at www.tdi.state.tx.us.