Managing Partner

Michael C. Whitman, MBA, CFP®

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The most important thing

Customer Service is #1

Since the beginning of my career in Financial Services everyone has told me that you need to hire an assistant. I truly believe that I should be the only person in my practice who interacts with my clients (if extenuating circumstances arise I have a backup). If you need me, I am here. When you call me, you will call my direct number. When you email me, you get a quick response. When you text me, you get a response from me directly.

I may not have all the answers, but I am very good at knowing the right people to go to to get the answers that you need. 

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Michael Whitman - December 1, 2020
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About

About Michael

Michael met his beautiful wife in 2012 at a Carolina Club Young Professionals interest meeting. He can still remember that she wore a white blouse, black skirt, and red lipstick (she had just come from work). Because of her excitement about a poker/bourbone event, he remembers this vividly. 

They had a rough start, but he knew that they were meant to be in January 2014 when she texted “Happy New Year,” and they have been inseparable ever since.

Michael left prudential in January of 2014 and moved over to where his curent Broker Dealer (Lincoln Financial Securities) and it is not for everyone to try to start a new business and a new relationship in the same year, let a lone the same month. This is how he knows Nicole loves him, because she stood by him through a business change and the start of a new relationship. She is truly amazing!

In November of 2015 Michael got to marry the most beautiful woman in the world and his best friend! It was a fairytale type of wedding on a historic looking farm in Chapel Hill, NC. He was so happy to have most of his family in attendance, especially his grandparents. He is so glad that they got to meet Nicole, because family is everything!

Michael joined the board of the FPA of the Triangle as the NexGen Director in 2016… One of the biggest shifts in his career and how he operates his business is due to the Financial Planning Association. Who would ever think the trajectory of his career could have been changed by going to a Durham Bulls game? That game was one of the first meetings he attended for the FPA of the Triangle. He answered an email shortly thereafter and next thing he knew he was the NexGen Director. 

Joining the board was pivotal, because he was able to get a scholarship for his CFP coursework. In 2019 he became the President of the FPA of the Triangle, and in November took and passed the CFP exam. He is happy that he was able to call himself a CFP® professional before he finished up his final duties as President.

They had Zach in 2017, and wow did life change. You are never really prepared to have a child, or so he was told. Nicole and Michael feel like they were mostly prepared. Although, baby poop does not smell like vanilla yogurt like they tell you in the pre-baby classes you take at UNC. 

I am amazed at how fast the time flies now and cannot remember what I did with all the time I used to have. Watching him grow up and learn how to do things for himself is amazing! He looks at everything with the widest eyes and amazement. Nicole and I love spending as much time as we possible can with this little guy!

customer service

10 Years Serving Clients

Michael has been working in the financial services industry since 2009, working for Prudential in the local agency distribution office. Prudential is where he started, after spending a couple of years figuring out what he wanted to do with his life. He had no idea it was the start of his lifelong career. 

His uncle got him the interview, he had been with Prudential for 30+ years. He was just excited they were going to give him a desk, phone and computer. Boy has he come a long way since then. He thanks Prudential for laying the groundwork and helping build his deep knowledge of life insurance and other protection products. 

Michael Whitman believes that collaboration is key in this industry. Having the ability to help my clients with anything financial that they need is the most important thing. Wouldn’t it be great if you were new in town or didn’t have a go to person for what you needed? 

That is why he started the Collaboration Nation Group. We are a group of Financial professionals who meet regularly to build our relationships and talk about how we can best help our clients. All the partners below have a hand in that group. If you need anything do not hesitate to ask, He is sure that one of us will be able to help you with whatever it is that you need.

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Have a question?

“If you want the answer — ask the question.”

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team skills

skills in Financial Planning

Basic Principles
Risk Management
Investment Planning
Tax Planning
Retirement Planning
Estate Planning

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Life insurance

Quote & Apply

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Coverage Options:

If you already know the type of coverage you are looking for, feel free to run quotes below and pick the best option that fits your needs. If you don’t know what type of coverage you are looking for, contact me via the form below. I am here to help make this process as quick and easy as possible for you.

Having the ability offer this variety of life insurance via an online quoting tool is unique and I am excited to have access to it.

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coverage

Get Started Now!

Benefits

This is the quickest and easiest way to run quotes, apply for coverage, and have access to myself via email, text or a phone call anytime.

The coverage is not different, but why can’t the process in which we apply and get approved be different in the “new normal.”

If any issues arise on the back end, I am here to take care of them for you. As questions arise, I will send you emails so that you do not have to worry about unecessary phone call or meetings.

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PERsonal

Complete Financial solutions for All generations

As a CERTIFIED FINANCIAL PLANNER™ Professional I am able to assist you in various aspects of your financial life. Please take a look at the complimentary resources below and contact me if you have any questions.

If me, my firm, or any of my collaboration partners can be of service, please do not hesitate to reach out. It is truly our mission to help people.

Financial Planning Agreements

From $ 2,400 / year

I offer a complete financial planning solution for clients based on some of the areas above and more. Along with my team of collaboration partners, I can help my clients with every aspect of their financial lives. If you are interested in learning more, I offer a complimentary organization session with a snap shot deliverable so you can see where you currently stand. Click the schedule meeting button at the bottom right of the screen to schedule your 15 minute introduction meeting today.

Collaboration Partners

“Our business model allows for you to attain all of your financial solutions and insurance objectives in one location. Gone are the days of having multiple agents/planners who do not communicate with each other; by working with us all of your services and products are managed by our team of financial services experts. You are the center of our model paired with our team of financial experts working tirelessly to assist you in reaching financial security.”
"Through collaboration the sum of “WE” is greater than I. Working together collaboratively can result in greater accomplishments as compared to an entity working on its own separately. When an organization encounters a problem that hinder it from achieving its goals, the other organization may be able to assist. Besides, partnerships, coalitions and networks are more powerful than organizations that operate on their own."

Contact me for a Complimentary Consultation

  Lincoln Financial Securities and their representatives do not offer legal or tax advice. Individuals should consult their legal or tax advisor regarding any legal or tax information as it relates to your personal circustances. 

Investments and advisory services are offered to residents of FL, NC, NJ, and VA through representatives of Lincoln Financial Securities, Member SIPC. Lincoln Financial Securities and Millennium Planning Group are not affiliated. Branch office: 1011 S. Hamilton Rd., Ste. 300, Chapel Hill, NC, 27517.

See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.  LFS-3143728-062920 

Copyright © 2020 Michael C. Whitman, MBA, CFP® – All Rights Reserved.

MILLENNIUM PLANNING GROUP