gfg clienttoolkit

Tailored Wealth Management
Your choice for Financial Services

OUR PROCESS

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.

AREAS OF EXPERTISE

Retirement Planning

Investments

Wealth Management

Financial Planning

Disability Insurance

Life lnsuarance

Long Term Care Strategies

Legacy Planning

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.

Michael Kreh, LUTCF®

Registered Representative
p. (248) 331-2544

MikeKreh@GenerationalFinancialGroup.com

Learn more

Jackie Kuhn, RICP™, LUTCF®

Financial Planner

p. (248) 331-2545

JackieKuhn@GenerationalFinancialGroup.com

Learn more

Thomas Cornfield ChFC®, PhD

Financial Planner

p. (734) 945-6410

TomCornfield@GenerationalFinancialGroup.com

Learn more

Support Staff

Denise Swann
Operations Coordinator
(248) 331-2548
deniseswann@generationalfinancialgroup.com

Menu of Services

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

Foundational Strategies

Designed for clients who want insurance or investment services and do not want to engage in ongoing financial planning

Services offered:

Insurance services
- Insurance needs analysis
- Insurance strategies
Investment services
- Portfolio analysis
- Brokerage products
- Investment advisory services
Client service
- Up to ______ meetings per year
Implementation cost
- Insurance: Varies based on products
- Investment services: Varies based on products and Account types

Ongoing Financial Planning

Designed for clients who want an ongoing financial planning relationship that looks at their whole financial situation

Services offered:

Core topics
- Financial position review
  - Cash flow
  - Net worth
- Protection review
- Basic estate review
Goal-based topics
- Financial position planning
- Protection planning
- Retirement planning
- Education planning
- Estate planning
- Investment planning
- Income tax planning
Client service
- Up to ______ meetings per year
Fee for service
- $_____________________