Mary Mikhail |
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| Certified Retirement Financial Advisor | |||
| CaMu Financial and Insurance Services | |||
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91354, United States |
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About Mary Mikhail
In her position at CaMu Financial and Insurance Services, Inc., Certified Retirement Financial Advisor (CRFA) Mary Mikhail focuses on providing exceptional, trustworthy advice and educating her clients about the most current financial solutions and investment opportunities. Mary Mikhail seeks to support her clients and ensure that their savings and retirement funds are protected from the downside and only have the upside potential. She specializes in the creation of tax-free income vehicles that work to preserve clients’ assets and ensure they retain a reliable income stream throughout their lives. She also creates living trusts and wills, giving her clients the peace of mind that comes with knowing their final affairs are in order.
Mary Mikhail recommends that clients receive a second opinion on annuity, IRAs, SEP-IRAs, CDs, savings accounts, 401(k)s, TSAs, or TSPs. Doing so can enable clients to optimize these accounts in ways they might not have thought possible. At CaMu, Mary Mikhail helps her clients set up accounts that offer attractive features, such as tax-deferred contributions, lifetime guaranteed income, and bonuses for deposits. In addition, Mary Mikhail can help clients set up an annuity account that allows the account lump sum to be paid out to beneficiaries. CaMu and Mary Mikhail can offer several other benefits to clients. She can show individuals how they can access their life insurance policy and how they can acquire an insurance policy that helps pay off a mortgage while they are still alive, as opposed to a policy that only activates upon the death of the account holder.
Mary Mikhail also advises clients regarding the purchase of alternate accounts for variable universal life insurance, variable annuities accounts, and CDs. In addition, she explains to her clients how a rollover IRA or Roth IRA can provide key benefits, and how certain accounts may qualify for early access without the federal penalty. Mary Mikhail listens closely to clients’ needs and works collaboratively to devise personalized financial solutions that best meet their requirements. Mary Mikhail graduated from California State University, Los Angeles, in 2001 with her Bachlor of Arts in Sociology. In addition to serving as a CRFA, she has obtained her license as a notary public and a life agent.
Professional Experience:
CaMu Financial and Insurance Services
Certified Retirement Financial Advisor (CRFA)
Santa Clarita, CA
Education:
California State University, Los Angeles
BA in Sociology
Valencia, CA
Mary Mikhail Links
