Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agrement and result in additional fees.
Long Term Care Strategies
403 b, 407 k, 407 a, 457
We work by referrals only.
After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
Our Goal, ultimately, is to help more people become confident in their ability to meet their family's needs and have the freedom to pursue what gives their life purpose and real satisfaction.
From the diverse portfolio of products and services we offer, to our vast netword of resources and advanced market strategies, our team is able to deliver a strategic process designed to produce cutting-edge solutions to help address your financial needs.
Registered Representativep. (248) 331-2544
p. (248) 331-2545
p. (734) 945-6410
Denise SwannOperations Coordinator(248) email@example.com
Joanne VincentPersonal Assistant(248) 208 firstname.lastname@example.org
Foundational Strategies and Ongoing Financial Planning Services: May be appropriate for clients who want Foundational Strategies or Ongoing Personalized Financial Planning on their short- and long-term financial goals
Designed for clients who want insurance or investment services and do not want to engage in ongoing financial planning
Designed for clients who want an ongoing financial planning relationship that looks at their whole financial situation
Jason Negri, PLLC | Estate Planning Attorney
58 Barker Road, Whitmore Lake, MI 48189
Elizabeth M. Vincent
Vincent Law Office, PLLC
13854 Lakeside Circle, Suite 248
Sterling Heights, MI 48313
Paul Wakefield | Specializes in Trusts
Wakefield, Sutherland, Lubera, PLC
Phone: 248.457.9860 | Fax: 248.457.9863
100 W. Big Beaver Ste 140
Troy, MI 48084
Eli Gonzalez | Loan Originator
Motto Mortgage First
1700 W. Big Beaver Rd. Suite 240
NMLS ID: 1052300
Broker NMLS ID: 1313851
Morello Law Group
41000 W. Seven Mile Rd.
Northville, MI 48167
Phone: 248.347.2950 | Fax: 248.347.2999
1800 Biddle Avenue
Wyandotte, MI 48192
Phone: 734.281.6464 | Fax: 734.281.1620
Registered RepresentativesOffice: 248.331.2548LetsTalk@GenerationalFinancialGroup.com
Brighthouse Financial: https://login.brighthousefinancial.com/
Equitable Financial: https://equitable.com/
Jackson National Life Insurance Company: https://www.jackson.com/login/login.xhtml
Metropolitan Life: https://www.metlife.com/login/
Transamerica Life Insurance Company: https://www.transamerica.com/login/
Wealthscape Investor Services/ MML Investor Services: https://wealthscapeinvestor.com/mmlis