Wealth Management, Health and Life Insurance, Estate Planning

About

Focused.Experienced. Responsive.

History

For almost 20 years, Second Look Financial  has been providing clients with a wide range of personal financial services including wealth management, estate planning, life insurance, health insurance, Medicare and overall financial guidance. Our goal is to provide a "second look" at the financial affairs of our clients. We work closely with both individuals and business owners to establish and manage Retirement Savings Plans including a variety of IRA and 401K solutions; to assess and provide solutions for health and life insurance including Medicare and group health insurance plans for businesses;and to assist our clients in establishing an estate plan including wills, trusts and other related documents.

 

Get in touch

We at Second Look Financial love to help individuals and businesses find solutions to their financial, insurance and estate planning challenges. We would be happy to provide a "second look" at your situation. Simply go to the Contact page and submit your request.

Contact us ▸

 
 

Principals

 
 
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managing Principal

Michael C Dillon

 

For several years Mr. Dillon has been providing financial guidance to individuals and business owners. Prior to joining Second Look Financial Mr. Dillon spent many years as a senior executive in the high technology industry and has an in-depth understanding of the international business world. Mr. Dillon does volunteer work for SCORE, the consulting organization associated with the SBA, for which he provides ongoing help to business owners in all aspects of their business challenges from start-up to ongoing operations.

Mr. Dillon has an Engineering degree from the University of Toronto and has done post-graduate studies at the business schools of Babson College and the University of Southern California.

 

Education

University of Toronto
BASc Industrial Engineering

University of Southern California
Executive Management Program

Babson College
Executive Management Program

 

Activities & Affiliations

 SCORE
 

Licenses

Series 65 Securities License

Arizona Insurance License for Life and Health