Broker Check
Michael Loader

Michael Loader

Financial Advisor

BUSINESS PHILOSOPHY

I am a teacher, mentor and financial advisor. I focus the active investor on behavior of the market cycle and the actions which they should pursue to work toward their financial goals. I strive to educate clients through understanding risks and rewards as the cycle evolves over time. I encourage flexibility and diversification while focusing on an efficient approach to the overall investment portfolio.

PROFESSIONAL ADVANCEMENT

• Registered Representative of IFP Securities, LLC
• FINRA Series 7, 63, and 65 Securities Registrations
• Life Licensed
• BS Degree, University of Texas at El Paso, 1971
• MBA Degree, Georgia State University, 1979

COMMUNITY INVOLVEMENT

  • Former Member and Committee Leader, Alamo Area Council
  • Former President, San Antonio Breakfast Club
  • Former Randolph Rotary Club Member

Involvement & Fundraising Assistance, Friends of Scouting, AAC.

PRODUCTS AND SERVICES

  • Investment Strategies
  • Retirement Planning
  • Business Succession Planning
  • Estate Conservation & Analysis
  • Charitable Giving
  • 401(k) & 403(b) Plans
  • Non-Qualified Retirement Planning
  • Traditional & Roth IRA’s
  • Mutual Funds
  • Long Term Care Insurance
  • Business Overhead Protection
  • College Education Funding
  • Market Cycle investing

Photos of Michael