An Independent Financial Advisor & Fiduciary Based in Metro Detroit
An Independent Financial Advisor & Fiduciary
Based in Metro Detroit
Why Choose Us?
Education | The first step towards planning your retirement is education. We offer an intensive, hands-on retirement planning class at different universities located throughout the metro Detroit area. Those who attend one of our classes receive a free, no obligation, in-depth retirement plan.
Fiduciary | We are fiduciaries. A fiduciary is defined as a person who holds a legal and ethical obligation to act prudently and in the best interests of another person. Make sure that your retirement planning is in the hands of a fiduciary.
A fiduciary has 5 primary responsibilities. Those responsibilities are; i) put the interests of the client first; ii) to act with utmost good faith; iii) to provide full and fair disclosure of all material facts; iv) not to mislead clients; and v) to expose all conflicts of interest to clients. Make sure your retirement planning is someone who adheres to these responsibilities.
Planning | A successful retirement is best enabled by one important factor: Income for Life.
Investments | Our motto: Losses hurt you more than gains help you
“…plan to win, prepare to win, expect to win.”
– Zig Zigler
Register For A Class
Register for an Upcoming Class
Join us for an educational course to plan your retirement with a proven strategy.
I.Filling the Gaps In Retirement
- Gaps = “Income Problems”
- Health Care Options for Early Retirees
- Long Term Care
- What Happens After You Are Gone?
- Tax Analysis
II. Income Planning
- Inflation
- Market Volatility
- Losses Hurt You More Than Gains Help You
- Conflicts of Interest
- Fee-Based Fiduciaries
- What’s Your Income Stream?
- What Does Your Pensions Look Like?
- Social Security
- Accumulation Phase
- Distribution Phase
- Retirement Income Myths
III. Case Studies
Your instructor will take you through a series of 5 case studies using anonymous data from existing client cases.
FREE Retirement Planning Book
Here's How to Protect Your Retirement From This and Every Year's "Unexpected Surprise"
There is nothing quite like the peace of mind of having a robust retirement plan. Unfortunately, this peace can be shattered by any number of new and fast-moving changes that come your way, derailing even the most cautious plan.
Our latest book will help you weather the financial storms ahead, and better prepare you for the pandemics, politics, and plot twists that try to undermine your financial foundations.