My name is Michael Petron. I specialize in helping my clients with financial retirement preparation, which often includes the proper use of annuities. I help clients from all over the country find ways to generate more retirement income and see how to grow and protect their money during these turbulent times securely.
Despite the ongoing volatility in the market and the elevated interest-rate environment, there are still strategies you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.
While most financial advisors are eager to provide investment tips and growth opportunities for your portfolio, only a few financial professionals know how to convert your savings into a long-term sustainable income ensuring your money is protected so that you can spend with confidence when you retire.
I earned a Bachelor’s degree in Business Management and a minor in Marketing from The College of Saint Scholastica. I worked with Raymond James & Associates for three years, handling mainly the operational side of financial advisors and their clients. This allowed me to learn what it takes to deliver world-class service and real-life experience.
I was inspired by my father to work in the financial services industry. Following in his footsteps as an advisor for 37 years, I now can lean on his experience as I build a practice of my own. My motto is to keep it simple and help clients find what they need to feel confident about their retirement decisions.
When I am not in the office, I enjoy spending time in the great outdoors, hunting, fishing, and four-wheeling. I’m very close with my family, I spend time outdoors with my father, listening to country music with my mother, and spending time with my three sisters and young nieces and nephews.
I reside in Minnesota, and even though my office is physically located in Sartell, I can work with clients throughout the United States. With our advanced technology systems, we meet “face-to-face” virtually, but we can also share computer screens so that we are all on the “same page.” That way, you can see first-hand how various income strategies may work for you and your specific goals.
I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are over the phone and virtually. So you do not need to leave your home or visit me in my office.
Feel free to reach out if you need retirement planning guidance and annuity recommendations to help you reach your retirement goals.
Sincerely,
Michael Petron
