As an experienced financial advisor, I provide my clients with personalized service in all areas of wealth strategies, including estate considerations, planning for retirement, risk assessment and tax mitigation. Our ideal client seeks to: design, build, implement and maintain a strategy that can create financial security now and in the future. My mission is to help clients secure financial independence while living for today and planning for the future. My clients and I are a partnership. I help them navigate the markets with confidence and ease.
Working closely with professional partners, such as CPAs and attorneys, our comprehensive process enables clients to address five key areas: smart financial decision making, mitigating taxes, caring for their heirs, insuring their assets and magnifying charitable gifts. Our professional networks strive to attain and maximize the financial goals that are most important to our clients.
I have been successfully helping individuals, families and business owners since 2010. I began my career with Edward Jones serving clients in Brighton until I relocated my office to Frankenmuth in 2015. I serve clients throughout the entire state of Michigan and the continental United States. In 2019 I qualified for the Financial Advisors Leaders Conference, placing me in the top 800 out of 17,000-plus financial advisors at Edward Jones. In addition, I was named a limited partner with the firm. With the support of my branch team, Sally, Kathy and Stephanie, we offer exceptional client service from our office in Frankenmuth, MI.
Outside of the office, I enjoy spending time with my wife Jasmine, and our three children, Liam, Meena and Grey. From time to time, you can find me working in the yard, struggling to keep up with my children on bike rides, or volunteering my time at community events. It gives me great satisfaction to help other families achieve their financial goals because I truly value my family and the community I live in.
- Estate & Legacy Strategies
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Divorce Finances
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
Office Address499 Franklin Street Suite B
Frankenmuth, MI 48734
Phone NumberMichael L Southgate at (989) 652-9622
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
|Sat||By Appointment Only|
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