Mike Welker

Live Investment And Retirement Planning Workshops

PPA Introduction

Learn about how the financial industry fails many people, how Protection Point Advisors is different, and our focus topic: Financial Planning.  We will also include a current market update and forecast.

  • Current Market Update
  • Risk Management
  • Financial Planning
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3-D Asset Care Total Asset Protection Solutions

  • Topics Covered On This LIVE Online Workshop:
  • Smarter diversification during volatility.
  • Building a better portfolio for retirement.
  • How to get a stress test report for your portfolio.
  • Can you take less risk and improve returns?
  • Live Q&A With Lead Advisory Team
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More Live Financial Workshop

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Financial GPA

Take this brief test that will show you more about where you stand. This new and innovative tool will allow your advisor an enhanced understanding of your financial situation as we strive to fulfill the promise of 3D Asset Care. 

GET MY GPA

SCHEDULE A 15 MINUTE DIGITAL CONSULTATION WITH MIKE

  • Get A Risk Analysis
  • Stress Test Your Portfolio
  • Get A Detailed Financial Plan

    • Create Custom Solution

    To Reach Your Goals

    Book My Digital Appointment

    Mike Welker

    Allow me to share my expertise on navigating both offensive and defensive wealth strategies – from cultivating it to safeguarding it, and optimizing its utility and enjoyment while securing a lasting legacy. The approaches I advocate, rooted in evidence, may diverge from conventional financial advice but can yield new outcomes for my clients.

    With over two decades immersed in the financial services sector, my dedication lies in safeguarding assets and incomes, ensuring the perpetuation of cherished values across generations. As a licensed financial advisor proficient in title & escrow, life & health, property & casualty, and real estate, I adeptly orchestrate these facets to deliver heightened benefits and reduced risk.

    I am eager to assist you in unlocking your financial potential, prioritizing protection because I genuinely care about your well-being and recognize the importance of getting it right the first time – no room for second chances.

    "We are what we repeatedly do. Excellence, then is not an act, but a habit." -Aristotle



    CA lic# 0H35969 | NPN 5443780
    NMLS #185215