Not affiliated with The United States Office of Personnel Management or any government agency

Not affiliated with The United States Office of Personnel Management or any government agency

Mike Isaac

Financial & Estate Planner

Shrewsbury, Massachusetts
4.80
Gold

More About Mike Isaac

Michael J. Isaac Financial and Estate Services is dedicated to upholding the highest standards of integrity, professionalism and client focus in every engagement. The firm takes the time to gain a deep, holistic understanding of each client’s unique financial circumstances—ranging from asset preservation and wealth accumulation to estate planning and legacy considerations—and then delivers tailored recommendations grounded in rigorous analysis and industry best practices. Leveraging a comprehensive suite of services that includes financial planning, investment advisory, risk management and estate administration, Michael J. Isaac Financial and Estate Services empowers clients to pursue their long-term objectives with confidence. Through clear, ongoing communication and regular strategy reviews, the firm ensures that every plan remains aligned with evolving needs, tax law changes and market dynamics. Clients benefit from transparent fee structures, unbiased product recommendations and a steadfast commitment to ethical conduct at every step. At the helm is Michael Isaac, Sole Proprietor of Michael J. Isaac Financial and Estate Services. Drawing on extensive experience in both financial and estate matters, he provides each client with personalized attention, objective guidance and a partnership built on trust—helping individuals and families navigate complex financial decisions and achieve their goals over the short and long term.

More Articles by Mike Isaac

Why FEHB and Medicare Could Be the Most Important Decision You Make as a Retiree

Key Takeaways Choosing the right combination of FEHB and Medicare can significantly impact your healthcare coverage and costs as a...

4 Reasons Why Medicare Could Be a Smarter Choice Than FEHB for Some Federal Retirees

Key Takeaways For some federal retirees, transitioning to Medicare could significantly reduce healthcare costs and simplify coverage.Medicare offers predictable expenses,...

Your Retirement Isn’t Fully Planned Until You Have a TSP Withdrawal Strategy

Key Takeaways Without a clearly defined Thrift Savings Plan (TSP) withdrawal strategy, your retirement income may not last as long...

TSP Mistakes That Could Derail Your Retirement Goals—And How to Avoid Them

Key Takeaways: Small mistakes with your Thrift Savings Plan (TSP) can significantly impact your retirement. Knowing these pitfalls is the...

What Federal Employees Need to Know About Medicare Enrollment This Open Season

Key Takeaways Understanding Medicare enrollment periods ensures you don't miss important deadlines that could affect your coverage and finances.Coordinating your...

5 Important Things to Know About Survivor Benefits for Federal Employees and Their Families

Key Takeaways Survivor benefits provide financial security for federal employees' spouses, children, and dependents in the event of death, ensuring...

Mike Isaac Disclosure:

Fixed life insurance and other financial and Estate services offered through Michael J. Isaac Financial Services. Securities offered through Innovation Partners, LLC (Member FINRA/SIPC), a registered broker-dealer. Office of Supervisory Jurisdiction: 5950 Fairview Road, Suite 806, Charlotte, NC 28210. Phone: 704-708-5461 Fax: 980-265-1555. Michael J. Isaac is a registered representative (CRD#: 2287287, CA Insurance License #: 0K79447) of IPLLC. Michael J. Isaac Financial Services is not affiliated with Innovation Partners, LLC.

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