It’s not often that you find someone who absolutely loves what they do for a living, but when you do, it’s very apparent. When you meet Mike Polin to discuss financial planning, it only takes a minute to realize that he is passionate and devoted to helping his clients through the work he does with them every day. “I know that what I’m doing and how I’m helping each and every client positively impacts them and their families for years to come. That excites me,” Mike says. “That gives me passion for what I do every day.”
It’s this devotion to his clients that sets Mike apart in the industry. Mike focuses on listening to his client’s needs, spending time to understand their long term plans, creating value and building lasting relationships that go above and beyond managing their assets as a trusted advisor. Managing client’s money like it’s his own has been the approach that Mike has taken since he started his career in 2002. His personalized approach spreads beyond the clients in the greater Pennsylvania area, as Mike has a national clientele and is able to deliver the highest degree of customer service regardless of his clients’ geographical location. He is licensed in AL, CA, DE, DC, FL, IL, MD, MA, MN, NJ, NY, NC, PA, TX, VA, WA.
He has been able to share his knowledge and approach to the business by participating in the industry’s premier associations, MDRT and NAIFA. He also speaks regularly at national industry events and onsite at businesses. Over the past 13 years, he has focused his career on working with high income earners, business owners, entrepreneurs and retirees with tax advantage savings plans to prepare for their future.
Mike is also dedicated to the work he does outside of Premier Planning Group, in the community of Phoenixville. He is President-elect of the Phoenixville Chamber of Commerce, on the Board of Directors for the Phoenixville Community Health Foundation and has been an active member of the Rotary Club of Phoenixville since 2009. Serving the community through these organizations brings a great deal of pride to Mike and is something that he sees continuing throughout his life. His engagement and dedication to these organizations has led to a vast network in the community and an abundance of planning resources that only help his clients even further in achieving their financial objectives.
Before his clients and his community, Mike devotes himself above all, to his beautiful wife, Laura, and adorable daughters, Mila and Leoni. Spending quality time being a husband and father gives him the joy and fulfillment to pursue his passions helping his clients and his community.
California License # 0626117
For all investment related services, please email Michael at [email protected]