Mike Muchortow

Background

About Mike Muchortow

My primary role is to help people plan for retirement and live comfortably once they get there. In addition to being a CPA, I hold various security and insurance licenses. I am well versed in investments, taxes, insurance and estate planning techniques and use this knowledge to prepare customized financial solutions for my clients. My practice is built upon a comprehensive approach to financial and wealth planning. I have identified several key planning issues that clients are likely to face at some point in their lives, which include investment and money management strategies, family risk management, cash flow and debt management, retirement planning, taxes and estate planning. I then use a disciplined approach to address these issues with my clients. My services are delivered in a highly personalized way and I will coordinate the use of other consultants, when necessary. But most of all I consider my relationships with clients to be a joint partnership with an emphasis on always putting the clients best interest first. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit for more information.