Broker Check

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®

Michael Kreh, LUTCF®

Registered Representative
p. (248) 331-2544

MikeKreh@GenerationalFinancialGroup.com

Learn more
Jackie Kuhn, RICP™, LUTCF®

Jackie Kuhn, RICP™, LUTCF®

Financial Planner

p. (248) 331-2545

JackieKuhn@GenerationalFinancialGroup.com

Learn more
Thomas Cornfield ChFC®, PhD

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
    • $_____________________


Four Cornerstones of Financial Planning




Contact Resources Directory

Michael Kreh, LUTCF®

Michael Kreh, LUTCF®

Registered Representative
p. (248) 331-2544

MikeKreh@GenerationalFinancialGroup.com

Learn more
Jackie Kuhn, RICP™, LUTCF®

Jackie Kuhn, RICP™, LUTCF®

Financial Planner

p. (248) 331-2545

JackieKuhn@GenerationalFinancialGroup.com

Learn more
Thomas Cornfield ChFC®, PhD

Thomas Cornfield ChFC®, PhD

Financial Planner

p. (734) 945-6410

TomCornfield@GenerationalFinancialGroup.com

Learn more

Jason Negri, PLLC | Estate Planning Attorney

58 Barker Road, Whitmore Lake, MI 48189

Phone: 810.772.1897

jason@jasonnegri.com

Elizabeth M. Vincent

Vincent Law Office, PLLC

13854 Lakeside Circle, Suite 248

Sterling Heights, MI 48313

Mobile: 586-604-8445

liz@vincentlawoffice.com

Becci Brewster | Operations Manager & Advisor

Integrity Benefits Advisors

Phone: 616.481.4029

3358 Eagle Run Drive, Suite 4

Grand Rapids, MI 49525

bbrewster@integrityba.com

Simon Gumma | CPA

Gumma Acho CPA

888 West Big Beaver, Suite 500

Troy, MI 48084

Phone: 248.729.7171

www.gummaacho.cpa


Eli Gonzalez | Loan Originator

Motto Mortgage First

1700 W. Big Beaver Rd. Suite 240

Troy, MI 48084

Phone: 313.459.3097

eli.gonzalez@mottomortgage.com

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

morellolawgroup.com


Company Quick Link Directory

Michael Kreh, Jackie Kuhn & Thomas Cornfield

Michael Kreh, Jackie Kuhn & Thomas Cornfield

Registered Representatives
Office: 248.331.2548
LetsTalk@GenerationalFinancialGroup.com

CRN202507-2711533