Meet Our Team

Michael T. Flattery
Retirement Consultant

Michael T. Flattery, Retirement Consultant, graduated Magna Cum Laude from Stetson University with a Bachelors and Masters of Business Administration, both with a concentration in Finance. He has worked in the financial services industry for over 10 years and started his career at Morgan Stanley, where he was trained and licensed. Mr. Flattery has extensive financial planning training and experience, specializing in retirement planning, investment planning, asset allocation, equity and fixed income management, Social Security planning, RMD planning, pension maximization, cash flow analysis, tax-sensitive planning, wealth transfer planning, income continuation planning, risk management, and insurance planning (health/life/long term care).

As a Senior Partner, Mr. Flattery works closely with State employees, guiding them through the Florida Retirement System (F.R.S.) as they exit service. During this process, he advises them on financial planning topics including D.R.O.P., the Entry/Exit Process, 457/403(b)/401(a)/401(k) plans, IRA and Roth plans, FRS Pension Plan vs. FRS Investment Plans. Mr. Flattery also works closely with the various Florida School Boards to ensure that their employees and educators are prepared to exit D.R.O.P. and ready for retirement.

Mr. Flattery currently holds Series 7 and Series66 registrations, as well as life, health, variable, and long-term care licenses and is a registered representative with PlanMember Securities Corporation. He resides in Lake Mary and on the weekends, can be found on the golf course or on the boat spending time with his family.

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