ABOUT US

ABOUT US

ABOUT US

ABOUT US

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Certified Financial Fiduciary®

Michael Audi

President/Owner

Insurance Professional, Investment Advisor Representative

Michael has been advising his clients for over 25 years. These services include managing, protecting, preserving, and insuring his client’s assets. He believes in careful investment planning, and well thought out strategies. Working with a holistic approach, he looks at all aspects of a client’s financial life and offers advice on a wide array of investment and insurance options to meet their individual goals.

Michael started his Insurance career in 1990 offering Medicare Supplements and Long-term Care Insurance. Furthering his education, he then moved his focus towards financial planning. In October of 2000, he started MLA Financial & Insurance Inc., with the goal of helping his clients preserve their assets. Expanding his education even further, he is also an Investment Advisor Representative, offering a full array of investment services. Michael moved in 1983 from Peoria, Illinois to Indian Shores, Florida. He and his wife Debbie live in Spring Hill and enjoy the Florida lifestyle spending time with family and friends. He also enjoys boating, snorkeling, fishing and traveling.

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Certified Financial Fiduciary®

Michael Audi

President/Owner

Insurance Professional, Investment Advisor Representative

Michael has been advising his clients for over 25 years. These services include managing, protecting, preserving, and insuring his client’s assets. He believes in careful investment planning, and well thought out strategies. Working with a holistic approach, he looks at all aspects of a client’s financial life and offers advice on a wide array of investment and insurance options to meet their individual goals.

Michael started his Insurance career in 1990 offering Medicare Supplements and Long-term Care Insurance. Furthering his education, he then moved his focus towards financial planning. 

In October of 2000, he started MLA Financial & Insurance Inc., with the goal of helping his clients preserve their assets. Expanding his education even further, he is also an Investment Advisor Representative, offering a full array of investment services. Michael moved in 1983 from Peoria, Illinois to Indian Shores, Florida. He and his wife Debbie live in Spring Hill and enjoy the Florida lifestyle spending time with family and friends. He also enjoys boating, snorkeling, fishing and traveling.

Michael Audi

Certified Financial Fiduciary®

Michael Audi

President/Owner

Insurance Professional, Investment Advisor Representative, Certified Financial Fiduciary®

Michael has been advising his clients for over 25 years. These services include managing, protecting, preserving, and insuring his client’s assets. He believes in careful investment planning, and well thought out strategies. Working with a holistic approach, he looks at all aspects of a client’s financial life and offers advice on a wide array of investment and insurance options to meet their individual goals.

Michael started his Insurance career in 1990 offering Medicare Supplements and Long-term Care Insurance. Furthering his education, he then moved his focus towards financial planning. In October of 2000, he started MLA Financial & Insurance Inc., with the goal of helping his clients preserve their assets. Expanding his education even further, he is also an Investment Advisor Representative, offering a full array of investment services.

Michael moved in 1983 from Peoria, Illinois to Indian Shores, Florida. He and his wife Debbie live in Spring Hill and enjoy the Florida lifestyle spending time with family and friends. He also enjoys boating, snorkeling, fishing and traveling.

Michael Audi

Michael Audi

President/Owner

Insurance Professional, Investment Advisor Representative, Professional Money Manager,
Certified Financial Fiduciary®

Michael has been advising his clients for over 25 years. These services include managing, protecting, preserving, and insuring his client’s assets. He believes in careful investment planning, and well thought out strategies. Working with a holistic approach, he looks at all aspects of a client’s financial life and offers advice on a wide array of investment and insurance options to meet their individual goals.

Michael started his Insurance career in 1990 offering Medicare Supplements and Long-term Care Insurance. Furthering his education, he then moved his focus towards financial planning. In October of 2000, he started MLA Financial & Insurance Inc., with the goal of helping his clients preserve their assets. Expanding his education even further, he is also an Investment Advisor Representative, offering a full array of investment services.

Michael moved in 1983 from Peoria, Illinois to Indian Shores, Florida. He and his wife Debbie live in Spring Hill and enjoy the Florida lifestyle spending time with family and friends. He also enjoys boating, snorkeling, fishing and traveling.

Fiduciary Duty

As an Investment Advisor Representative, I am a Fiduciary and I will work in your best interest.

Investment advisors owe a fiduciary duty to their clients. As such, an investment advisor stands in a special relationship of trust and confidence with its clients. As a fiduciary, an investment advisor has an affirmative duty of care, loyalty, honesty, and good faith to act in the best interests of its clients.

The parameters of an investment advisor’s fiduciary duty depend on the scope of the advisory relationship and generally include the following duties: (1) to place the interests of clients first at all times; (2) to have a reasonable basis for its investment advice; (3) to seek best execution for client securities transactions where the advisor directs such transactions; (4) to make investment decisions consistent with any mutually agreed upon client objectives, strategies, policies, guidelines, and restrictions; (5) to treat clients fairly; (6) to make full and fair disclosure to clients of all material facts about the advisory relationship, particularly regarding conflicts of interest; and (7) to respect the confidentiality of client information. This fiduciary duty differs from the suitability obligations that govern brokers.

Fiduciary Duty

As an Investment Advisor Representative, I am a Fiduciary and I will work in your best interest.

Investment advisors owe a fiduciary duty to their clients. As such, an investment advisor stands in a special relationship of trust and confidence with its clients. As a fiduciary, an investment advisor has an affirmative duty of care, loyalty, honesty, and good faith to act in the best interests of its clients.

The parameters of an investment advisor’s fiduciary duty depend on the scope of the advisory relationship and generally include the following duties: (1) to place the interests of clients first at all times; (2) to have a reasonable basis for its investment advice; (3) to seek best execution for client securities transactions where the advisor directs such transactions; (4) to make investment decisions consistent with any mutually agreed upon client objectives, strategies, policies, guidelines, and restrictions; (5) to treat clients fairly; (6) to make full and fair disclosure to clients of all material facts about the advisory relationship, particularly regarding conflicts of interest; and (7) to respect the confidentiality of client information. This fiduciary duty differs from the suitability obligations that govern brokers.

Fiduciary Duty

As an Investment Advisor Representative, I am a Fiduciary
and I will work in your best interest.

Investment advisors owe a fiduciary duty to their clients. As such, an investment advisor stands in a special relationship of trust and confidence with its clients. As a fiduciary, an investment advisor has an affirmative duty of care, loyalty, honesty, and good faith to act in the best interests of its clients.

The parameters of an investment advisor’s fiduciary duty depend on the scope of the advisory relationship and generally include the following duties: (1) to place the interests of clients first at all times; (2) to have a reasonable basis for its investment advice; (3) to seek best execution for client securities transactions where the advisor directs such transactions; (4) to make investment decisions consistent with any mutually agreed upon client objectives, strategies, policies, guidelines, and restrictions; (5) to treat clients fairly; (6) to make full and fair disclosure to clients of all material facts about the advisory relationship, particularly regarding conflicts of interest; and (7) to respect the confidentiality of client information. This fiduciary duty differs from the suitability obligations that govern brokers.

Fiduciary Duty

As an Investment Advisor Representative, I am a Fiduciary and I will work in your best interest.

Investment advisors owe a fiduciary duty to their clients. As such, an investment advisor stands in a special relationship of trust and confidence with its clients. As a fiduciary, an investment advisor has an affirmative duty of care, loyalty, honesty, and good faith to act in the best interests of its clients.

The parameters of an investment advisor’s fiduciary duty depend on the scope of the advisory relationship and generally include the following duties: (1) to place the interests of clients first at all times; (2) to have a reasonable basis for its investment advice; (3) to seek best execution for client securities transactions where the advisor directs such transactions; (4) to make investment decisions consistent with any mutually agreed upon client objectives, strategies, policies, guidelines, and restrictions; (5) to treat clients fairly; (6) to make full and fair disclosure to clients of all material facts about the advisory relationship, particularly regarding conflicts of interest; and (7) to respect the confidentiality of client information. This fiduciary duty differs from the suitability obligations that govern brokers.

Janae L. Garza

Administration, Servicing, Client Relations, Insurance Professional

Janae began her 30+ year career working at her father’s State Farm Insurance Agency. She is uniquely qualified with her extensive experience with administering and servicing insurance products. Customer relations is where Janae excels. She interacts with our clients in a reliable, effective, and efficient manner. Her goal is a to create a smooth-running office, where clients are happy to call and get the answers and service that they need.

Janae has called Florida her home for over 50 years. She currently resides in Hudson and enjoys the Florida lifestyle. Spending time on the beaches with family and friends and travelling to visit her grandchildren in Texas are a few of Janae’s favorite activities outside of work.

Janae Garza

Janae L. Garza

Administration, Servicing, Client Relations, Insurance Professional

Janae began her 30+ year career working at her father’s State Farm Insurance Agency. She is uniquely qualified with her extensive experience with administering and servicing insurance products. Customer relations is where Janae excels. She interacts with our clients in a reliable, effective, and efficient manner. Her goal is a to create a smooth-running office, where clients are happy to call and get the answers and service that they need.

Janae has called Florida her home for over 50 years. She currently resides in Hudson and enjoys the Florida lifestyle. Spending time on the beaches with family and friends and travelling to visit her grandchildren in Texas are a few of Janae’s favorite activities outside of work.

Janae Garza
Janae Garza

Janae L. Garza

Administration, Servicing, Client Relations, Insurance Professional

Janae began her 30+ year career working at her father’s State Farm Insurance Agency. She is uniquely qualified with her extensive experience with administering and servicing insurance products. Customer relations is where Janae excels. She interacts with our clients in a reliable, effective, and efficient manner. Her goal is a to create a smooth-running office, where clients are happy to call and get the answers and service that they need.

Janae has called Florida her home for over 50 years. She currently resides in Hudson and enjoys the Florida lifestyle. Spending time on the beaches with family and friends and travelling to visit her grandchildren in Texas are a few of Janae’s favorite activities outside of work.

Janae Garza

Janae L. Garza

Administration, Servicing, Client Relations, Insurance Professional

Janae began her 30+ year career working at her father’s State Farm Insurance Agency. She is uniquely qualified with her extensive experience with administering and servicing insurance products. Customer relations is where Janae excels. She interacts with our clients in a reliable, effective, and efficient manner. Her goal is a to create a smooth-running office, where clients are happy to call and get the answers and service that they need.

Janae has called Florida her home for over 50 years. She currently resides in Hudson and enjoys the Florida lifestyle. Spending time on the beaches with family and friends and travelling to visit her grandchildren in Texas are a few of Janae’s favorite activities outside of work.