Mike Barclift, ChFC®, CLU®, AEP®

Mike Barclift is a North Carolina native, born in Fort Bragg, NC into an Air Force military family. He was a career Surface Warfare Officer in the Navy before entering the financial services profession. Mike has over 20 years of experience in the financial services industry and employs a values-based financial planning process to help families make smart choices about their money so they can live their lives on their own terms and spend time with the people they care about most. Areas of unique expertise include:

• Integrating personal wealth, workplace benefits, and government entitlement programs into a complete picture of a household’s financial situation.
• Working closely with client tax, legal, and benefit advisors when transitioning from full-time work into retirement.
• Development of charitable giving strategies that help people serve their community today and leave enduring and impactful legacies in the future.
• Preparing households for transitioning their wealth to the next generation.
• Deep knowledge of military, federal employee, & local government career experience.

Mike enjoys sailboat racing, alpine skiing, cycling, and golf with family and friends. He reads extensively, favoring military history, biographies, and science fiction.

Education, Certifications & Credentials:

• MA, Public Administration, University of North Carolina at Chapel Hill
• MA, National Security and Strategic Studies, U.S. Naval War College
• BS, General Engineering, U.S. Naval Academy
• Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU ®)
• Accredited Estate Planner (AEP®)
• Series 6, 63, 65, 7, 31, and SIE held through LPL Financial
• Life, Health, & Long Term Care Insurance, and Variable Products

Volunteering, Service, and Philanthropy:

• President, Norfolk Police Foundation
• Member, Hampton Roads Estate Planning Council
• Member, Financial Planning Association of Hampton Roads
• Board of Directors, Portsmouth Boat Club
• Virginia Opera
• Military Youth Ministries – Club Beyond
• US Naval Academy Alumni Association

https://lifelink.simplicitygroup.com/agent/barclift-20237?product=mpt