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.
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Principals
managing Principal
Michael C Dillon
For more than 19 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
Douglas Singer
Mr. Singer has worked as a Financial Services professional for the past 25 years for companies such as Charles Schwab, Merrill Lynch and Ashlay Asset Management Group. Most recently he has been an Independent Financial Advisor and Fiduciary working directly with families and businesses to help them achieve their retirement dreams and goals.
He holds a Bachelor of Science degree in Business from Indiana University.
Education
Indiana University
Bachelor of Science
Licenses
Series 66 Securities License
Arizona Insurance License for Life and Health