Michael Minter – National Virtual Planning
For more than 25 years, Michael Minter has helped individuals and families build strong, confident financial futures. What began as a retirement planning practice in Buffalo, NY has grown into a national service, allowing clients across the United States to receive professional guidance through secure virtual meetings.
Michael’s mission has always been simple: make financial planning clear, accessible, and personalized. Today, families from all backgrounds rely on him for honest advice, straightforward explanations, and long-term support as they navigate life’s biggest financial decisions.
A Trusted Approach to Financial Planning
Michael understands that everyone’s financial situation is unique. That’s why his planning style is built around listening first. Before making any recommendation, he takes time to understand a client’s goals, concerns, lifestyle, and family needs.
Clients work with Michael for support in areas such as:
Retirement income planning
Understanding life insurance options for all ages
IRA and 401(k) rollovers
Long-term care considerations
Medicare and healthcare cost guidance
Estate and legacy planning
Strategies to protect savings from market fluctuations
His explanations are clear and practical, helping people make well-informed decisions without feeling overwhelmed.
⭐ Why So Many Families Choose Michael
Over the years, Michael has earned the trust of families across the country through his calm, transparent approach and long-standing commitment to doing what’s right for each client. Many of the people he works with today have been with him for years and continue to refer friends and family—an ongoing reflection of the confidence, clarity, and stability clients feel when working with him.
This quiet consistency is a big reason why individuals from coast to coast continue to choose Michael for his guidance. When people meet with him, they immediately understand that his process is built on education, compassion, and truly listening to what clients need.
Serving Clients Nationwide Through Secure Virtual Meetings
As technology evolved, so did the way clients prefer to meet. Today, many families enjoy the comfort and convenience of planning from home. Michael’s secure virtual meeting platform makes it easy for clients from any state to receive the same level of personalized guidance as an in-person meeting.
Families often comment on how relaxed and efficient virtual planning feels—no travel, no office visits, and no pressure. Just real conversations and straightforward guidance.
Michael serves clients in:
Florida
New York
North Carolina
Arizona
South Carolina
Pennsylvania
Texas
California
And many more
With virtual planning, geography is no longer a barrier to getting the help you need.
Experience Built Over Decades
What clients appreciate most about Michael is his consistency. His advice is steady, reliable, and rooted in real-world experience. Many of the families he works with today have stayed with him for years because they value his clarity, professionalism, and commitment to helping them make decisions with confidence.
His ability to simplify complicated financial topics and guide clients step-by-step has made him a go-to advisor for retirees, growing families, widows, and anyone seeking clarity about their financial future.
Planning That Puts People First
At the heart of Michael’s work is a genuine desire to help families feel secure. Whether someone is planning for retirement, reviewing their insurance needs, or simply looking for direction, Michael offers a calm, supportive environment where questions are always welcome.
No matter where you are in the country, Michael is here to help you make decisions that protect you and your family for years to come.