About Mike Borawski
Mike Borawski has worked in the financial services business since 1972. During the early part of his career, he focused primarily on small business owners and corporate pension plans. Over the past ten plus years, Mike began also working in the senior market specializing in financial planning for people over the age of 50. The areas of concern include retiring now income planning, long-term care alternatives, pre-plan funeral options, and others. All recommendations are 100% safe money options. He is personally associated with some of the top leading financial advisory firms in every aspect of financial planning for corporate and retired individuals.
Mike graduated from San Diego State University with a major in finance and insurance. He later earned his Chartered Life Underwriter designation.
Mike believes in “Value Finding” which simply means finding out the needs, objectives, concerns, or fears that a client has. He uses these tools to serve not sell. The outcome of this process is to serve all clients to the fullest. He always puts his professional care for the client first and never offers any solutions during the first interview. He only proceeds with a possible second interview if BOTH parties feel that it will be beneficial to do so. His goal is to find and offer educated solutions for the client to review and consider. There’s NEVER any pressure to proceed with any business suggestions. He simply wants to thoroughly educate each client and only offers safe money choices for their review and consideration.
Mike lives in Westlake Village, California with his wife of 53 years and has 2 daughters and 7 grandchildren. He is an active golfer and was a member of North Ranch Country Club and Spanish Hills Country Club since 1975. He is very active in his local church.
Disclosure for each Wealth Preservation Institute video provided on the website:
This presentation does not take into account your particular investment objectives, financial situation, or risk tolerance and may not be suitable for all investors. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. The information and opinions contained herein are provided by third parties and have been obtained from sources believed to be reliable, however, we make no representation as to its completeness or accuracy. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Content is provided for informational purposes only and is not a solicitation to buy or sell any products mentioned.
