Tetra Group, LTD

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Address:

2100 Rachel Ridge
Cedar Park, TX 78613

Phone:

(512) 401-0036

Fax/Other:

(512) 366-9807

Meet Michael Affleck

 

Michael Affleck

Owner
Principal Securities Registered Representative
Financial Advisor
 
2100 Rachel Ridge
Cedar Park, TX 78613
 
 
o:  512.401.0036 | e:  mike.affleck@tetragroup.net
 
 
     Connect with me on LinkedIn & Follow us on Twitter 
 
 
 
                                                 

With over 27 years of experience in the financial services industry, I have extensive knowledge in: 401(k), Pension, and Profit-Sharing plans, Group Health, Life, and Disability insurance, Section 125 (Cafeteria) plans, and Flexible Spending Accounts. I have utilized my experience in working with small to middle-market companies, as well as major corporations

My years of experience aid me in helping companies develop financial strategies to help fit their needs. My experience also allows me the knowledge to consider the cost-effectiveness and tax effects of specific products. In addition to qualified plan implementation, I assist businesses in creating both Executive Benefit and Business Continuation Programs. My experience includes: Bonus Compensation, Nonqualfied Deferred Compensation, and Split Dollar Programs as well as Key Person Coverage and Buy-Sell Agreements*.

I earned a Bachelor's of Arts in Psychology from The University of Maryland in 1989. I have written and published articles in the Capitol Business Gazette. In my personal time, I enjoy sports, traveling and spending time with my family and friends.

*Although a Buy-Sell Review from Principal provides a valuable starting point, it does not provide you with a legal opinion as to the legal or tax implications of your agreement or to the appropriateness of any funding strategies. Principal cannot provide you with any legal document or revise existing legal documents. The review is intended to help identify your objectives for the buy-sell agreement and issues that must be addressed to help ensure those objectives are being met.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck