Dublin, OH
(614) 407-4746
mike@caligiurifinancial.com

Can you help me with non-investment needs such as insurance, taxes, estate planning, evaluating retirement and employee benefits, and debt management?

Can you help me with non-investment needs such as insurance, taxes, estate planning, evaluating retirement and employee benefits, and debt management?

Yes.  As a CERTIFIED FINANCIAL PLANNER™, Mike provides comprehensive financial planning advice relating to all areas of financial planning. 

Mike can provide warm connections to outside financial professionals such as estate planning attorneys, mortgage brokers, insurance carriers, accountants, and student loan experts to serve your needs.

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