From phone booths and conference calls to smart phones and zoom calls, technology, along with the world around us is changing at a breakneck pace, yet my clients goals and objectives remain relatively the same.
Retire comfortably, send their kids to college, save tax dollars or protect their families just to name a few.
My name is Mike Palcic. I am a financial advisor with Cetera Investors working out of our Columbus, Ohio branch office. I grew up south of Dayton and live in the Lebanon Ohio area with my wife Cathy. My son Jackson is currently an undergrad attending University of Cincinnati. Through the ups and the downs, I remain an avid baseball and football fan --Go Reds, Bengals and Cats and of course "RedHawks"! and you may see me out and about enjoying some classic rock and blues bands or belting out some tunes Karaokeing from time to time as well!
After graduating from Miami University in 1985 with a Business administration and Decision Sciences degree, I ventured into the Hospitality industry in downtown Cincinnati. In 1988, I decided to change gears and put my efforts into learning how money and investing really worked. That's when my financial services career began.
I've been navigating the complex world of finances for myself and my clients for over three decades now. I have managed Wall St. branch offices in Cincinnati and Columbus and these days work primarily with individuals, families and small business owners in the Cincinnati, Dayton and Columbus areas.
Job one is providing peace of mind for my clients. Knowing a plan is in place to help them accomplish their most important financial goals and that there is always someone to call if questions come up or life throws the inevitable curve ball their way. Many of my clients have been with me for over 30 years and building lifelong friendships while helping them accomplish their goals along the way is why I still do what I do and what my work is all about.