PROFESSIONAL SPECIALTIES
Comprehensive Financial Planning
Life, Disability Income and Long Term Care Insurance
Investment Planning, Portfolio Analysis & Design
Retirement Planning - Individual & Small Business
College Education Planning
Business Succession Planning & Executive Compensation
Employee Benefit Design & Management
Estate Planning and Analysis
QUALIFICATIONS
Chartered Life Underwriter (CLU)
- The American College
Chartered Financial Consultant (ChFC)
- The American College
Chartered Property Casualty Underwriter (CPCU)
- The American College
Over twenty years of Insurance and Financial Services Experience
Registered Representative of MML Investors Services, LLC
BS Management - Shippensburg University
PERSONAL
Born October 1963
Married - Tom
Children – Ali & Amanda
Active YMCA Board Member
Active Exton Chamber Board Member
Hobbies: running, reading, and community involvement
Michele Burkholder is a Registered Representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory Office: 100 Corporate Center Dr., Suite 201, Camp Hill , PA 17011 (717) 763-7365.
CRN201308-151588