Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054

230 Park Ave.
New York, NY 10169

Tel: 973-285-3600
Direct Line: 973-285-3683
maloi@sfr1.com

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Michael J. Aloi, CFP^®

Education:
•College for Financial Planning, Denver, CO

Specialization:
• Comprehensive Financial Planning
• Investment and Retirement Planning
• Estate Planning

Professional Designations:
• Certified Financial Planner
• Accredited Asset Management Specialist

Articles of Interest:

Read the Latest Investment Newsletter

Investing Fundamentals Slideshow

Investment Newsletter Year-End 2011

Income Tax Update Audio Replay - April 2012

Adjusting from Wealth Accumulation to Wealth Preservation

Tax Saving Strategies for the AMT

To Defer or Not to Defer - How Long to Defer in Your Deferred
Compensation Plan

3 Financial Planning Considerations for Executives

Personal:
With 14 years of experience in the financial services industry, Mike specializes in working with executives, professionals and entrepreneurs. He shares the same driven and goal-oriented lifestyle as his clients, so he understands where they face the greatest challenges. Since he joined the Summit Financial Resources, Inc. team in 1999, Mike has built a wealth management process that emphasizes the integration of various facets of financial planning. Supported by a team of in-house tax attorneys and Certified Public Accountants, Mike offers his clients structured solutions to scattered problems. Outside of work, Mike enjoys spending time with his wife and daughter.

        “Life’s rewards are often proportionate to its stress factors. I help
        my clients to reduce the latter, so they have more time to enjoy the
        success they earned with the people they love.” -Mike Aloi