Michael Devere MBA, CLTC, LUTCF

Hello, my name is Mike Devere - Welcome to my Web site!

As an owner of a financial services practice, I help Baby Boomers and Seniors looking to retire or who have retired design and implement strategies to help protect their hard earned wealth and control the management and distribution to the next generation through our personalized financial planning process.

Have you found yourself having these feelings:

❌Annoyed by increasingly complicated tax regulations?

❌Concerned a Long-Term health event could wipe out your retirement savings?

❌Frustrated you aren’t putting into place the proper controls to leave a legacy to your family? 

Perhaps you know you are smart enough to invest yourself. But you have started to question if it’s worth your time. Or you enjoy investing yourself but don’t know if you are on track and if your other financial goals are being accomplished.

Perhaps your time constraints prevent you from sitting down and sorting out important aspects of your finances that may go overlooked.

Well, I’m proud to say that thanks to the expertise and work done as a Financial Professional at Osaic FA, I can help you with things like:

✔ Staying up to date with current tax legislation and strategies.

✔ Developing strategies that address protecting your finances, home, and family from a debilitating long term care event.

✔ Create a sense of confidence you have a plan in place to pass on your assets to the people and institutions you selected.

      Give me a call today at: (925) 518-0286, e-mail me @ Michael.Devere@LFG.com or fill out the contact form on this site to schedule a complimentary appointment.  I look forward to working with you to create a plan that is designed to accumulate and protect the assets that will help you reach your financial goals.  Thank you for visiting my website.