WhyWholeLife.com

…GROW YOUR FINANCIAL SIGNIFICANCE

About

Michael Fliegelman, CLU®, ChFC®, RFC®

Experience

Co-Founder of Innovative Planning Services and General Agent for the Guardian Life Insurance Company of America. Innovative Planning Services is a leading New York Metropolitan area financial service company.
Involved in the financial services profession since 1984.
American College – Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®)
Bachelor’s Degree in Business Administration from the State University of New York at New Paltz

Areas of Expertise

Life Insurance, Disability Insurance & Long Term Care Insurance
Estate Planning, Tax Planning & Business Succession Planning
Retirement Planning & Pension Design
Employee & Executive Benefits Planning
Investments
Holistic Financial Planning

Professional Affiliations and Awards

National Network of Accountants
Agency Management Training Council
Life Underwriting Training Council (LUTC), 1985
Member of The American Society of Financial Services Professionals
Member National Association of Insurance & Financial Advisors
Member General Agents & Manager Association (GAMA)
Master Agency Award

After Business Hours

Spending time with my wife Donna, son Danny and daughter Megan
Golfing
Sedona, AZ home, gazing up at the stars
Avid Sports Fan
Working with charitable organizations

PLEASE NOTE: The information being provided is strictly as a courtesy.When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

80 Crossways Park West, Woodbury, NY 11797
Tel: 516-677-6269 | Fax: 516-677-6864
Email: MFliegelman@InnovativePlanningServices.com

General Agent of The Guardian Life Insurance Company of America, New York, NY. Licensed to sell insurance in CA (license # 0B36857), CT, FL, MA, NJ, NY OH, PA.

Securities products and services are offered through Registered Representatives of Park Avenue Securities LLC (PAS) 7 Hanover Square, New York, NY 10004, 1-888-600-4667.

WhyWholeLife.com, MichaelFliegelman.com, etc. Company (DBA, Innovative Planning Services, Inc.) is not an affiliate or subsidiary of PAS. PAS is a member FINRA & SIPC.

Michael Fliegelman is securities licensed in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IO, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TE, TX, UT, VA, VT, WA, WI and is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states. Michael Fliegelman, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products/ services and advisory services are offered through PAS, a registered broker-dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect wholly owned subsidiary of Guardian. Innovative Planning Services is not an affiliate or subsidiary of PAS. PAS is a member FINRA, SIPC is securities licensed in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IO, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TE, TX, UT, VA, VT, WA, WI and is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states. The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside. Neither Guardian, nor its subsidiaries, agents, or employees provide tax or legal advice. You should consult your tax or legal advisor regarding your individual situation.