Bing Michael
Partner
Bing’s background in financial services (Morgan Stanley/MetLife/ Lincoln), and CEO of a successful information technology business provides the foundation for his practice. This knowledge and experience give him a mature perspective and a disciplined risk reward approach to financial planning, insurance, and investments for individuals and businesses.
He places his clients at the center of the relationship, strives to understand their requirements, and then implements through the client a financial plan customized to their particular situation along with targeted financial products where required. Bing is very attuned to the unique set of challenges faced by clients planning for retirement by helping them solve the three common issues typically faced; sufficient income, assets, longevity risk and health risk.
Holding licenses in insurance and securities, he is an Investment Advisor and registered representative of Osaic FS, Inc. Osaic FS promotes the use of an open architecture platform, providing the client with a broad spectrum of securities and insurance products from multiple product providers.
Bing is a graduate of the American College coursework for the CASL designation (certified advisor senior living), and a holder of the CLTC (certified long-term care) insurance designation. He holds degrees in Economics from the University of Florida and Masters of Business Administration (MBA) with a concentration in finance from Queens University in Charlotte, NC.
He and his wife Vickie are parents of 5 children and 9 grandchildren. They reside in Mint
Hill, NC. They stay busy with grands and showing/breeding Australian Shepherds in their spare time.