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MIKE IN ACTION

WHITE PAPERS

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April 25, 2023

White Paper: School choice & education reform

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December 16, 2022

White Paper: Oklahoma FILM REBATE PROGRAM

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August 9, 2022

White Paper: Tax Reform for Oklahoma

articles

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Tulsa World

Opinion: Oklahoma budget projections are not adding up, could lead to repeated mistakes

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Tulsa World

Former state senator Mike Mazzei's watchful eye returns to state government

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Tulsa World

OklA. could lead by example by being frugal enough to send relief money back

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Washington Examiner

We need a plan to fix America's financial mess
 

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OCPA

Stitt’s budget to ‘keep a lid’ on spending

 

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Tulsa World

Column: Stitt offers conservative, business leadership for next four years

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Tulsa World

Mike Mazzei: Better teacher pay? Yes! Massive tax increases? No!

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OCPA

OKLAHOMA POLICYMAKERS SHOULD BEWARE THE BIDEN SPENDING BINGE

BOOKS

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Solving your

financial planning puzzle

After I became a Certified Financial Planner™ and started my own financial planning business, I searched for financial planning systems that would help simplify the process so that people’s goals were directly connected to their financial plans.

 

Equally important, I wanted to make sure that my clients who were engaged in the process truly owned their financial plans. I did not want to be just another financial planner, sticking people in flavor-of-the-day investment plans.

I created my process—the Financial Freedom Process™—to bridge the gap that exists between the way the financial planning model is and the way it ought to be.

 

This book is the natural outcome of that process. It is my hope that Solving Your Financial Planning Puzzle will serve as a companion for all the people lost in a maze of complex financial products.

Podcast

Videos