Michael Torrey

I grew up in a military family, and am originally from Southern CA but have lived 9 years in the Midwest and over 30 yrs on the East Coast.

I served for 30 years in the United States Marine Corps, having retired as a Colonel. My practice is focused on serving the comprehensive financial planning needs of entrepreneurs and their families. Having been an entrepreneur myself for over 20 years, I am truly passionate about helping those who have decided to make the leap from being a 9-5 employee to becoming a business owner and embracing the excitement and the freedom of being their own boss, and accepting the many risks involved. Whether it is, saving for retirement, investing in the public and private markets, providing a legacy for your family or charity, or assembling a strategic plan to grow and transition from your business, I firmly believe that tax informed planning is optimal planning for today and tomorrow.