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.
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
- Financial position 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
Jason Negri, PLLC | Estate Planning Attorney
58 Barker Road, Whitmore Lake, MI 48189
Phone: 810.772.1897
Elizabeth M. Vincent
Vincent Law Office, PLLC
13854 Lakeside Circle, Suite 248
Sterling Heights, MI 48313
Mobile: 586-604-8445
Becci Brewster | Operations Manager & Advisor
Integrity Benefits Advisors
Phone: 616.481.4029
3358 Eagle Run Drive, Suite 4
Grand Rapids, MI 49525
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
Company Quick Link Directory

Michael Kreh, Jackie Kuhn & Thomas Cornfield
Registered Representatives
Office: 248.331.2548
LetsTalk@GenerationalFinancialGroup.com
Brighthouse Financial: https://login.brighthousefinancial.com/
Computershare: https://www-us.computershare.com/lnvestor/#Home
Equitable Financial: https://equitable.com/
Jackson National Life Insurance Company: https://www.jackson.com/login/login.xhtml
MassMutual: https://www.massmutual.com/login-list
Metropolitan Life: https://www.metlife.com/login/
Prudential: https://www.prudential.com/login/
Transamerica Life Insurance Company: https://www.transamerica.com/login/
Wealthscape Investor Services/ MML Investor Services: https://wealthscapeinvestor.com/mmlis
CRN202507-2711533