“The best way to predict the future is to create it”
Abraham Lincoln
My success in the industry stems from my dedication to the principles of sound investing and applying core values to my everyday work life. I enjoy my time being a financial planner, no two days are alike. My job is to introduce individuals to effective ways of protecting money and saving on taxes.
As a frequent educational speaker, I have reached thousands of people in my surrounding communities, by lecturing on social security, estate planning, taxes in retirement and retirement income planning. Having 30 years in the business has given me the ability to gain a wealth of knowledge that I can proactively offer all individuals.
I have always followed a holistic approach, focusing on the overall picture for everyone’s unique situation. I begin by implementing a financial plan by building a comprehensive investment strategy and seeking out ways to guide my clients in tax-efficient distributions. From there, we will pursue different areas of insurance-based solutions. This includes Life Insurance, Long-Term Care, Annuities and Medicare. Among many certifications I hold, one that is very important to me is my National Social Security Certificate. I am very proficient when it comes to social security maximization strategies and can help folks decide when is the best time to turn it on. The last piece of the puzzle is estate planning, making sure my clients have peace of mind knowing they have properly prepared for whatever lies ahead.
Education:
Bachelor’s Degree from Michigan State University
Licenses / Certifications:
Accredited Investment Fiduciary (AIF®)
FINRA Securities Licenses
Life/Health Insurance Licenses
Bucket Plan Certified
National Social Security Advisor
MACOMB OFFICE:
45200 Card. Rd. Suite 108
Macomb, MI 48044
Phone: (586) 331-3177