Are You A Pro? Join For Free

Mike Kolacz, CEP, LUTCF, RFC

Epstein & Kolacz Financial Advisors
Health & Long Term Care Insurance

Contact Information:

2600 Ridge Rd
Rockwall, TX 75087
United States
T: 972-771-9411
F: 972-404-0048
www.ekfinancaladvisors.com

Years in Business:

 

32

Clients I'm Seeking:

 

SMALL BUSINESS OWNERS, PRE-RETIREES AND THE RETIRED

About My Business:

 

I lead a highly experienced team that works with you to develop strategies and recommend personalized solutions designed to help you accumulate, protect and transfer your wealth. The approach is flexible and accommodates your unique situation: Understanding your financial objective – We start by asking questions that help us understand more about your financial goals and objectives. Developing strategies – Next, we analyze and evaluate the financial and personal information you provide so we can match your objectives with sound strategies. Implementing solutions – Using these strategies, we develop customized solutions tailored to your goals and objectives, drawing from a wide selection of world-class productions and services. Providing timely, ongoing service – We regularly review your situation to help ensure you are working toward meeting your financial objectives.

Company:
Expertise:
Location:
Years in business:
Member since:
Clients I'm looking for:
Bio: