Investments, Insurance & Annuities

Michael J. Marini serves individual clients, families, and businesses with financial planning, retirement plans, investments, annuities, and life insurance.

Why do people work with me? Because you don’t just get WE. You get ME. I want to know your story. I want to know what’s important to you. And I want you to know that when you work with me, I’ll be here for you. I want to be the last adviser you work with.

We are a fiduciary, under the Investment Advisers Act of 1940, and are legally obligated to act in the best interests of our clients in situations regarding total trust, honesty, and good faith.

As a Chartered Federal Employee Benefits Consultant professional (ChFEBC) and Federal Retirement Consultant professional (FRC), we have the pleasure of advising many current and retired employees of the United States Government, as well as the Florida Retirement System.

As a Certified Divorce Financial Analyst professional (CDFA), we help with forensic financial analysis, proposed settlement analysis, expert financial witness testimony, retirement planning and life insurance during divorce, and the execution of QDROs after divorce, with the help of an attorney.

Disclaimer:  This information does not constitute advice in the area of legal, or tax advice.  It is your responsibility to seek guidance and advice of your own legal and tax counsel.

In our new book 401 CONFIDENTIAL we reveal ways that employers and employees can work together to identify and assess an overpriced 401k plan, and then set about securing lower retirement plan fees for everyone in the organization.

Contact us today to learn how we can help you.

About the Author: Michael J. Marini is an Investment Adviser Representative, Life Insurance Agent, Annuity Agent, Chartered Federal Employee Benefits Consultant, Federal Retirement Consultant, Certified Divorce Financial Analyst, and President of Orlando 401k Specialists.  Other titles include Finish Strong: 21 Life & Money Lessons For Professional Athletes.