General Info

The Michel Financial Group, based in Los Angeles, offers a range of services to clients. The company provides its clients financial and estate planning and round-the-clock services. It provides estate planning and preparation consultation, investment management portfolio review and evaluation, and qualified and nonqualified retirement planning. It also provides financial literacy and education for clients to design strategies to help, grow and preserve the clients wealth. The company uses various tools in its operations, such as life, disability income and long-term care insurance plans; fixed and variable annuities; mutual funds and managed money investments; retirement income planning; and trust analysis, including investment, charitable, family and insurance. The Michel Financial Group is a general agency of Massachusetts Mutual Life Insurance Company.