Michael’s Approach
Michael A. Briscoe
CFP®, CEPA®, CRPS®, MBA
Financial Advisor
Overview
Michael Briscoe is a financial advisor based in Savant’s Freeport, Illinois, office, where he focuses on serving farmers, business owners, established professionals, and families navigating financial decisions and legacy planning needs.
Michael partners closely with clients to create goal-driven financial plans that address today’s priorities while supporting long-term aspirations. As a CERTIFIED FINANCIAL PLANNER® professional, he provides comprehensive financial planning guidance, including wealth transfer and philanthropy strategies, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analysis, debt management, and education funding strategies. He is also a Certified Exit Planning Advisor® (CEPA®) and Chartered Retirement Plans Specialist℠ (CRPS®).
Before joining Savant, Michael worked as a financial representative at a nationally branded financial and insurance services firm. He brings a disciplined, relationship-focused approach to his work and helps clients navigate complex financial decisions with clarity and confidence.
Michael earned a bachelor’s degree from the University of Dubuque in Iowa, where he played quarterback on the football team. He also holds a Master of Business Administration (MBA) in finance from Concordia University Chicago.
He actively supports his local community as a board member of the Sauk Valley Community College Foundation and Rolling Hills Program Center, and he’s a member of Pearl City Lions International. Michael and his wife, Korissa, have two daughters, Karrigan and Landrey. He enjoys spending time with his family, relaxing by the pool, golfing, and watching sports.
Credentials
- CERTIFIED FINANCIAL PLANNER® professional
- Certified Exit Planning Advisor®
- Chartered Retirement Plans Specialist℠
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Accounting & Consulting Services
Integrated accounting, tax, payroll, and advisory services that help business owners navigate complexity, evaluate opportunities, and plan for the future.
Family Office Services
Designed for high-net-worth and ultra-high-net-worth families, our Family Office services coordinate investment, tax, estate, and accounting guidance in one place.
Tax Advisory & Preparation
Working year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities.
Education
- University of Dubuque
Bachelor of Science - Concordia University Chicago
Master of Business Administration (MBA) in Finance
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Certified Exit Planning Advisor®
- Chartered Retirement Plans Specialist℠
Affiliations
- Sauk Valley Community College Foundation – board member
- Rolling Hills Program Center Board – board member
- Pearl City Lions International – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
All Insights by Michael A. Briscoe
1 insight
Get Started!
Schedule a No-Obligation Introductory Call
Schedule a CallFind a Savant Location Near You
SearchDisclosures
CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.