See How We Help Retirees

Lower Lifetime Taxes and Create Dependable Income

We coordinate investments, withdrawal order, and Roth conversions to reduce taxes across all four phases of retirement.

  • Reduce lifetime taxes (Roth conversions, RMD and IRMAA planning)

  • Turn savings into steady, sustainable income

  • Coordinate Social Security and Medicare with your tax plan

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See How we Help Business Owners

Maximize After-Tax Exit Value and Personal Wealth

We align business exit/succession with your personal plan, taxes, and investment strategy.

  • Grow personal net worth before, during, and after exit

  • Minimize taxes on sales and ongoing income

  • Integrate retirement, estate, and asset protection with your business plan

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*Testimonials shown are based on current client’s experience and may not be representative of the experience of other individuals or customers; is no guarantee of future performance or success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here.

Check Your Financial
Plan Today

To gain insight into progress toward your financial goals and to understand if we can be helpful, simply enter a few basic details about your current financial situation through the link below.

CREATE A PLAN

Alliance with CPAs, Attorneys
and PC Professionals

Tailored Wealth Solutions(TWS) works with accountants and attorneys through a team-based process and complements their practices by delivering solutions in a proprietary method for the CPAs and Attorneys to proactively engage clients, delivering a high level of planning clients want from their most trusted advisors.

Learn more about growing your practice with us at the link below.

FIND OUT MORE

Meet Mike Testa, CEO & Lead Financial Advisor


Mike Testa has spent over two decades helping individuals, families, and business owners make confident financial decisions. Known for his thoughtful approach and ability to simplify complex planning topics, Mike has guided hundreds of clients through retirement transitions, tax strategies, business exits, and legacy planning.

He has been recognized by Forbes as a Top Financial Security Professional in New York for five consecutive years (2020–2024) — a reflection of his consistent dedication to client-focused planning and financial integrity.

You can learn more about SHOOK Research’s methodology here.

Forbes Top Financial Security Professional Award Michael Testa 2025
Michael Testa Headshot 2025

Data provided by SHOOK®Research, LLC. Data as of 12/31/24.

Source: Forbes.com (July, 2025).

Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings, which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, service models, planning services, team structures and expertise, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions; individuals must choose the right FSP based on their unique needs and circumstances. SHOOK’s research, rankings and opinions are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

About Our Firm

Tailored Wealth Solutions is a financial firm focused on empowering our clients to obtain financial peace of mind through our highly customized, objective-driven process. We help them:

  • Protect their assets from excessive tax burdens and potential future creditors

  • Pass on their hard-earned assets, including their businesses, in order to leave the legacy they desire

  • Crystallize their desires for charitable giving to impact future generations