Mike is a Certified Financial Planner (CFP®) professional with diverse experience in the financial services industry. He brings strong technical expertise and a client-first approach to helping families build, protect, and grow wealth at every stage of life.
Mike prioritizes financial education, explaining complex topics clearly so clients can make confident decisions. He partners closely with clients on investment strategy, retirement planning, and tax-smart projections aligned with their long-term goals. Mike earned his B.A. in Finance from Illinois Wesleyan University.
“We believe education is the foundation of every strong financial plan—enabling individuals and families to make informed decisions that support their life goals.”
"At Toberman Becker Wealth, we help you grow wisely, plan thoughtfully, and enjoy the freedom you've earned."
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Learn how Craig Toberman views proposed HSA changes in the new tax bill and how they could benefit your retirement and healthcare planning. Read here.
Discover how financial advisor Michael Becker helps clients tap into private markets with confidence & caution, as featured in Financial Planning. Read here.
Craig Toberman’s book, The Five-Year Plan, guides family business owners through a smooth retirement transition & a lasting legacy. Read how to get started.
Financial advisor Craig Toberman shares expert tips on Roth conversions, including timing, tax impacts & the five-year rule. Learn retirement strategies here.
Thinking about investing in ETFs? Learn how they work, their pros and cons, and whether they fit into your investment strategy. Get expert insights here.
Michael Becker was recently featured in Investopedia, sharing expert insights on 457 plans and strategies to optimize retirement withdrawals. Read more here.
Craig Toberman, featured on White Coat Investor, shares strategies to help physicians maximize practice value & protect their legacy before retirement. Read here.
Printable Estate Planning Guide: Key elements & benefits, when to start planning or make revisions & who should be involved. Download a free PDF checklist here. Read more here.
In an etf.com feature, Financial Advisor Craig Toberman explains how concentration risk affects portfolios & why diversification matters. Read more.
Craig Toberman shares key risk mitigation strategies for physician practice owners in a Medical Economics feature. Learn how to protect your practice. Read more here.
What does your retirement look like after years of long hours, patient care, and demanding schedules? Read more here.
529 plans are one of the most used tools for helping families cover the cost of college or trade school. They’re well-known for their tax advantages when saving for higher education costs, but did you know that you can also use them to preserve generational wealth?
