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The 1.oak Collective was founded by Mike Milligan, CFP® as a Financial Professional to Financial Professional resource to build a business impossible to ignore. With over 30 years of academic and professional experience, Mike has seen first hand how to build a clientele that meets your goals for life.

The Collective will give you inside access to some of the top thought leaders in the insurance and financial services industry, an immediate virtual online presence while you are in growth mode and you can lean on Mike as the Fiduciary bridge until you are fully equipped to stand up on your own a successful full-service business.

The Collective offers programs for those getting started in the business with the Sprint to Success, the business systems buildout with The 12 Week Breakthrough for those looking to go from low six figure income to seven figures and Amplify: How the Microphone Became the Most Powerful Tool in Financial Services for seasoned advisors looking to come out of obscurity. You will get access to Mike in training, the client success team and lean into the marketing team that helps Mike’s business grow.”

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This is not...

  • An IMO or FMO
  • It is not Multilevel Marketing Organization
  • This is not about overrides

This is...

  • Expertise not often as Mike is a Hall of Famer in the industry
  • Navigation through complexities of business structure and taxation
  • Finding Your Voice in a crowded market space so you attract your ideal client
  • Taking Back control of your future by leading and not chasing

The 1.oak Collective

Changing Financial Services One Firm at a Time

The SKOOL Community

This community is for full-time or aspiring financial professionals actively involved as Financial Advisors, Insurance Agents and/or Registered Representatives who need mentors, guidance and support; being a soloprenuer or small business owner is hard.

The Classroom

Coaching and Mentoring by Mike Milligan,Financial Professional and CFP®, is here to build your business voice in the financial service industry and to help you become a trusted professional in the financial space. Be 1oak and join the Cohort today!

Hi, I’m Mike! I’m here to retire the rules.

My mission is to inspire a generation to reimagine wealth—not as accumulation, but as impact. Through storytelling, strategy, and soul, I help people plan for a future that feels like freedom and legacy combined.

My first client didn’t have a bank account—she had used coffee cans and a grandson who knew how to count.

I was 11 years old, sitting at my grandmother’s kitchen table, helping her track the money she made selling collard sandwiches. That night, I became her CFO. But more than that, I saw what it meant to build something out of love, necessity, and grit.

That moment stayed with me. It taught me that money isn’t just about numbers—it’s about survival, story, and legacy. And it’s why I do this work today.

I want everyone, no matter where they come from, to feel like they can create a life worth remembering. Because it’s not just about what you leave behind—it’s about how you live while you’re here.

Mike Milligan

Financial Industry Disruptor
Legacy Builder | Speaker & Author
Financial Professional, CFP®