Mike Loo

Background

About Mike Loo

My MissionAs an independent financial advisor, my mission is to make a meaningful impact on the lives of my clients and the people they love. I help families make informed decisions with their money and pursue a strong financial future.My StoryAt a young age, I developed an interest in financial planning. My dad worked in law enforcement and my mom was a stay at home mother. My parents had me do chores to earn an allowance. I learned early on that I needed to work hard to buy the things I wanted, resulting in learning to save and invest toward my financial dreams. When the opportunity to work as an advisor with Trilogy came up, I thought, “As an advisor, I’d have the ability to teach others what I know, AND I could get paid for it!” I love my job and find fulfillment in helping my clients pursue their financial dreams.Who I do my best work for:My primary client base is Gen X’ers, with a tail end of the Baby Boomers and a front end of the Millennials. The people who seek my help have usually reached a point where the money they’ve saved is “real”, and they no longer feel comfortable or have the time/interest in managing their finances. They want the help of an advisor who knows what they’re going through, has a lot of experience, and will be around for a long time. I help clients answer questions on topics such as:1) College Planning – How much should I save for college? How am I going to afford paying for college? How much financial aid might I expect when my child goes to college?2) Retirement Planning – How much should I be putting away for retirement? What options do I have to save for retirement if I don’t have a 401k? What other options do I have to save for retirement if I’m already maxing out my 401k?3) Paying Off the House – Should I pay off my mortgage early? What can I do with the extra money to help my kids start a leg up on their future?4) Life Insurance – How much life insurance do I need? When should I consider buying life insurance?Specialties include 401k Rollovers, 529 Plans, Asset Allocation, Asset Protection, Budget Management, College Savings Plans, Education IRA, Employee Stock Options (ISO and NQO), ETFs, Financial Planning, In Service Withdrawals, Inherited IRA, Investment Advisory, Investment Management, Investments, Life Insurance, Long Term Care Insurance, Mutual Funds, Net Unrealized Appreciation (NUA), Retirement, Retirement Income Strategies, Retirement Planning, Roth IRA, SEP IRA, Simple IRA, Strategic Financial Planning, Tax Free Income, UTMA/UGMA, Variable Annuities, and Comprehensive Wealth Management.