Profile

Professional summary

Registered General Securities Representative
Series 7, 63 and 65
Property & Casualty, and Life, Accident and Health Insurance Licenses


Advise clients through proactive retirement distribution planning with focus on risk management thru portfolio diversification and protection planning.
• Focus: retirement income streams, tax planning and risk management
• Assist clients with determining income distribution strategies, lifestyle needs, pension maximization

Engagement overview

During client set-up phase, we will general meet 3-4 times within the first month of our relationship - the process will conclude with delivery of a comprehensive financial plan and recommendations to best meet financial goals.  We then assist the client in setting up their on-line website to be able to access all their financial information at 1 place.  This website is a secure, interactive place for the client and us to update, change and project 'what-if' scenarios to stay on top of investment performance, net worth, progress towards goals and much more.  There is also a secure vault for encrypted storage of important documents - all accessible in one secure location.

After set-up phase is complete - we will meet generally 3X per year - May-Sept is goal/investment reviews, Oct-Dec is Tax projections where we can make proactive decisions to impact future tax liabilities, Jan-Apr is tax season where we will complete and file the tax return.

Clients

Our staff services over 200 clients throughout Michigan and 13 other states.

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Availability