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5304 South Florida Avenue, Suite 400-B, Lakeland, FL 33813

(321) 203-7363
michael.vonberg@lpl.com
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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Retirement Redefined

Around the country, attitudes about retirement are shifting.
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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
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                                        Does the stock market or economy have you flustered?

Schedule a time to chat so that I can better understand you concerns.  Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Fiduciary Focused Advise
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Not ready to visit - Download Our Don't Panic Ebook!

The novel coronavirus (COVID-19)'s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.

Pro Riskalyze

Pro Riskalyze

The products and services to help you get there. LPL Financial offers investments, access to insurance and comprehensive financial planning.

I Work With You.

I Work With You.

Your needs and priorities will shift at various turning points in life, and so should your financial strategy. I can simplify the complex and guide you at every turn, so you can stay focused on what’s most important.

Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Cuts and Jobs Act. Luckily, we're here to help. This ebook will tell you everything you need to know about the biggest tax reform and overhaul in 30 years.

Words of Wisdom

"The investor of today does not profit from yesterday's growth."

- Warren Buffet

Meet the Team

Our Team

Our Team

Our professionals are ready to evaluate and support all your potential investments.

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About Us

About Us

Years of experience have prepared us to guide you through life's transitions.

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Our Philosophy

Our Philosophy

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Whatever matters to you, matters to me.

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Get to Know the Team

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