Mike Balster – Affiliate
(970) 247-3794
(970) 259-5939
Mike@mylegacyfa.com
Mike believes that ongoing communication with clients is the best way to formulate goals that meet or exceed their expectations. Understanding where his clients are and where they want to go allows him to research and recommend the best financial vehicles to get there.
Mike holds Series 6, 63 and 65 securities licenses and is an Accredited Investment Fiduciary (AIF®). He is licensed to do financial consulting in 13 states and to sell Health Insurance, Life Insurance, and Variable Annuities in four states.
His particular area of expertise is Small Employer Retirement Plans, Simplified Employee Pensions, Simple IRA’s and 401K Plans.
After attending Fort Lewis College, Mike held a wide variety of jobs from dishwasher, sales representative, to retail store owner. “I feel this gives me a great perspective on jobs my clients may have held throughout their lifetimes. It also helps me relate to clients from all walks of life.”
Mike is a people person who thoroughly enjoys helping people realize their financial goals. His favorite part of the job is creating and maintaining relationships with his clients who come from various backgrounds with interesting jobs and diverse goals.
Mike is originally from Rockville, MD but has been in Durango for 38 years. He’s been a financial advisor for 15 years.
