Our Qualifications

Our clients may benefit from a team approach to financial needs analysis and strategy development. By combining the strengths of professionals with diverse business backgrounds, we are able to provide the guidance you seek and offer services to help execute any plan.

Michael Hurdle has 25 years experience with small business management from start-up through growth and  development phases and the M & A process. This broad business and financial experience is now leveraged to provide personal financial planning*, insurance needs analysis and fulfillment, retirement plans*, investment advisory* and management consulting. Mr. Hurdle is a Certified Fund Specialist, Certified Annuity Specialist and is pursuing a Masters Degree in Financial Services at the Institute of Business and Finance

Mr. Hurdle is a long time personal investor holding all securities, investment advisory, and insurance licenses requisite to his practice.

Mr. Hurdle currently serve clients in six states.

 

* These services are offered by Michael Hurdle through his affiliation with H.D. Vest Investments SM and H.D. Vest Advisory Services SM.