For twenty-seven years, Mike Kowalchuk ran a successful business with over fifty employees. After selling his business in 1999 and moving back to Florida from Michigan, he entrusted his financial future to others, only to realize by 2002 that their focus was more on their profits than on his goals. This realization led him to take charge of his own finances and, eventually, to a fulfilling career in financial planning.

His commitment to treating clients like family built a loyal and growing client base.

Mike’s dedication to his clients was deeply personal, especially after his wife, Chris, began her battle with breast cancer in 2010. This challenge reinforced his resolve to help others prepare for the unexpected and secure their futures.