Michael Tompkins, Regional Director with Humanitas Financial, has specialized in retirement planning for more than 12 years. Concentrated mainly in California, he is fully licensed in 10 states throughout the U.S. He specializes in working with affluent individuals, families, business owners and executives, professionals, Educators and their families. He assists them in creating and implementing personal savings and retirement strategies with the focus on minimizing taxes and stock market risk. He is considered a “safe money” retirement planner.
“My goal is to help my clients protect their assets, and earn competitive returns with little or no risk,” says Michael. “Success doesn’t just happen. You need a plan and a reliable advisor. I strive to build longstanding relationships with my clients, based on trust, integrity, and service because I want clients for life, not just sales for today. My work is extremely rewarding. It is gratifying to make a positive difference in my clients’ lives.”
Michael coordinates with other professionals, such as accountants and estate planning attorneys, to provide a full spectrum of services. He and his family currently reside in Thousand Oaks, CA.
Schedule a Meeting with Michael