Broker Check

2601 Main Street
Suite 200
Irvine, CA 92614
(949) 221-8105 ext 2128
michael.loo@natplan.com

Mike Loo, MBA

Vice President of Investments

Why Mike...

He understands and answers the questions you have during your different stages of life


Approaching retirement / Being Retired:

  1. Do I have enough money saved for retirement? 
  2. How much money can I withdraw to give myself the best chance of not outliving my retirement savings?
  3. How can I possibly reduce the amount of taxes which I’m paying?
  4. When should I consider buying long term care insurance?
  5. What type of financial legacy do I want to leave to my heirs? 

Young families:

  1. How much money should I be saving for retirement, how much will I likely need, and am I on track?
  2. How much life insurance may be appropriate and what type should I consider buying? 
  3. How can I possibly reduce the amount of taxes which I’m paying?
  4. What college savings programs are available to my child? 
  5. How do the different college savings programs affect my child’s financial aid eligibility? 
  6. When should I do a living trust?

Young and single:

  1. What should I be doing with my money -- should I save it for a house, for retirement, for grad school, for a wedding, or a combination of these?
  2. How much money should I be saving towards my financial goals?
  3. How much money should go towards paying down debt vs investing for my future?
If you have these questions and don’t know the answers, Mike can help you.  Please contact him at (949) 221-8105 ext 2128 or email him. To learn more about how he became a financial advisor, visit here.