Family Caregiver Counseling
Financial Advice
Michael Coley is a well-respected financial advisor serving the Austin area. With over 25 years of financial planning experience, he is committed to providing professional advice to help his clients achieve their financial goals.
Believing each family's case is unique, Michael listens carefully to understand their needs and develops solutions to meet their long-term financial goals. He is dedicated to ensure their assets are protected, their estate is effectively planned and an efficient tax plan is created. He also specializes in 401k and 403b rollovers.
Michael is a self-made person. He supported himself from an early age and funded his own college education. He is a graduate of Texas State University with a BBA in Accounting. While helping his parents through the challenges of Alzheimer's and Parkinson's, he earned the Certified Senior Advisor designation. He is an approved member of the National Ethics Bureau and is a member of the Better Business Bureau. He is a licensed Texas insurance professional and is a registered investment advisor.
Michael has been an Austin resident for the past 25 years. He is currently on the Board of Directors of the Motorola Retirees Club and a committee member of the Circle C Homeowner's Association.
Michael has been married to his wife Connie for 26 years. They have 2 children. Away from the office, Michael enjoys bicycling, fishing and photography.
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