Guiding clients to Financial Independence with knowledge, passion and advice
Michael Foreman MBA, CFP®, CEBS®
Mike@gameplanretire.com
Mike is the founder of Game Plan Retirement, a retirement plans consulting, financial planning, and wealth management firm affiliated with Osaic FA and its predecessor's Chicago office. He has been in the investment business since 1988. He was hired as Regional Pension Manager by Osaic Fa's predecessor in 1995. Prior to that, he was the Regional Investment Specialist for Charles Schwab & Company in Chicago and was hired directly from college as a financial consultant at Merrill, Lynch, Pierce, Fenner & Smith in 1988.
Mike holds a Bachelor of Science degree in Corporate Financial Management from Ball State University and an MBA from Northern Illinois University. He has attained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, the Certified Employee Benefits Specialist (C.E.B.S.) designation, and the Chartered Retirement Planning Counselor (CRPC) designation.
Mike has climbed Mt. Kilimanjaro in Tanzania with his wife Kim, visited Machu Picchu via the Inca Trail, kayaked Glacier Bay in Alaska, has run 3 Chicago marathons and one Rockford marathon. Mike and Kim have two daughters, ages 19 and 17.
We want to make a difference in peoples' lives by helping them pursue their dreams and retire as comfortably as possible.
Game Plan Retirement "What's your Game Plan?"