Center for Wealth Preservation, LLC
Michael Eisner has a wealth of experience in the financial industry, holding positions such as Managing Director at Center for Wealth Preservation, MassMutual Long Island Metro, and Sound Wealth Financial Group. Prior to these roles, Eisner served as Partner at Gutmann Eisner Associates/AXA Advisors and Owner/Director at Newport Asset Management Inc. Michael also held the title of Senior Vice President at Datek Securities/Heartland Securities. Eisner obtained their education from the University of Michigan, Fordham University School of Law, and Massapequa High School.
Center for Wealth Preservation, LLC
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We have 6 areas of practice specialization: Business Succession Planning: You’ve worked hard, building a thriving business, and you’d like to see your legacy live on. We can help you create the transition plan to hand your business to the children you have working in it, while making your other children whole as well. Education Planning: Most people today are likely to agree that an investment in higher education usually reaps its rewards in higher long-term earnings-and, hopefully, greater job satisfaction-one key concern is how to choose a smart savings alternative. Estate Planning: For those clients who’ve been fortunate enough to accumulate a significant estate, and help make sure their wealth is distributed equitably to their family and charities, rather than to the government. Retirement Planning: A successful retirement should include preparing and maintaining a comprehensive financial plan encompassing all your financial needs, risks and options. SpecialCareSM Planning: A unique process built by MassMutual Life Insurance Company, that creates a plan for families with special needs that helps maximizes financial opportunities and protection for lifetime security. The LEAP® System: For our “Wealth Builder” clients, we offer a unique, objective process that helps them organize their insurance and assets, maximize their growth, decrease taxes and unnecessary costs, and protect their family better. * Visit us on: Facebook - https://www.facebook.com/CenterForWealthPreservation/ Twitter - https://twitter.com/cwp_metro CRN201901-207651