Michael Aif
MA

Michael Aif

Linkedin Profile
Owner / Financial Advisor at Tru Financial LLC | Bellevue, Washington, United States
View Michael Aif's Email & Phone Number

About Michael Aif

  • Michael Aif, as the Owner and Financial Advisor at Tru Financial LLC, exemplifies a commitment to fostering meaningful relationships that empower clients to achieve their financial aspirations. With a focus on personalized financial strategies, Michael leverages his extensive expertise in areas such as estate planning,...
    Michael Aif, as the Owner and Financial Advisor at Tru Financial LLC, exemplifies a commitment to fostering meaningful relationships that empower clients to achieve their financial aspirations. With a focus on personalized financial strategies, Michael leverages his extensive expertise in areas such as estate planning, disability income insurance, and buy-sell agreements to guide individuals, families, and business owners toward informed financial decisions. His approach is not merely transactional; it is about building trust and understanding the unique financial landscapes of his clients. At Tru Financial, Michael spearheads key projects that emphasize holistic financial wellness, integrating services like variable and fixed annuities, business overhead expense planning, and salary continuation strategies. His proficiency in universal life insurance and wellness programs further enhances his ability to tailor solutions that meet the diverse needs of his clientele. Michael’s dedication to continuous learning and adaptation in the ever-evolving financial landscape ensures that his clients receive the most relevant and effective strategies. In collaboration with Osaic Wealth, Inc., Michael provides securities and investment advisory services, reinforcing his commitment to compliance and excellence in financial advisory. His strategic insights and hands-on approach not only help clients navigate complex financial decisions but also instill confidence in their financial futures. By prioritizing relationship-building and a deep understanding of client goals, Michael Aif stands out as a trusted partner in the journey toward financial independence and security.
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  • Michael Aif Work

    • Owner / Financial Advisor at Tru Financial LLC in May 2016 to Present
    • Financial Advisor at Principal Financial Group in January 2013 to May 2016
    • Financial Services Representative / Princor Registered Representative at Principal Financial Group in May 2012 to January 2013
  • Michael Aif Skills

    • 401(k)403(b)SEP and Simple IRA
      Roth IRAsTraditional IRAsBuy-Sell AgreementsInformal Business ValuationVariable AnnuitiesFixed AnnuitiesFinancial Needs AnalysisMutual FundsBusiness Continuation StrategiesBusiness Overhead ExpenseBuy-Sell ReviewCharitable GivingCollege Funding StrategiesDental InsuranceDisability Income InsuranceEstate PlanningExecutive Benefits StrategiesIncome ProtectionKey Person InsuranceLong-Term Care InsuranceWhole Life InsurancePension PlansSalary ContinuationSeries 6, 63 and 65 RegistrationsSplit Dollar PlansSupplemental Retirement IncomeSurvior IncomeTax-Deferred SavingsUniversal Life InsuranceWellness ProgramsWealth Accumulation

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  • About Michael Aif's Current Company

  • Frequently Asked Questions about Michael Aif

    • What is Michael Aif email address?
      Email Michael Aif at m***l@trufinancialllc.com. This email is the most updated Michael Aif email found in 2024.
    • What is Michael Aif phone number?
      Michael Aif phone number is +14254459889 and +14257474725.
    • How to contact Michael Aif?
      To contact Michael Aif send an email to m***l@trufinancialllc.com. If you want to call Michael Aif try calling on +14254459889 and +14257474725.
    • What company does Michael Aif work for?
      Michael Aif works for Tru Financial LLC
    • What is Michael Aif's role at Tru Financial LLC?
      Michael Aif is Owner / Financial Advisor
    • What industry does Michael Aif work in?
      Michael Aif works in the Financial Services industry.

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