
Jacquelyn Kuhn, LUTCF®, RICP®
Financial Planner
Investment Adviser Representative
Registered Representative
Generational Financial Group
3000 Town Center, Suite 3100
Southfield, Ml 48075
Direct Line: 248.33l.2545
Office: 248.357.7600 ext. 2545
Fax: 248.357.76l0
jackiekuhn@generationalfinancialgroup.com
Step into financial freedom...one goal at a time
Start by identifying the goal or goals that are most important to you right now.
Protecting your Family & Future
Prepare for unforseen occurrences
Financial Independence
Helping you ensure you can enjoy a comfortable retirement
Asset Allocation*
Allocate your assets to help meet your risk tolerance and investment time frame
Tax Reduction Strategies
Identify opportunities to defer and reduce
Business Strategies
Protect your business with effective solutions now to help ensure a successful future
Legacy Creation
Explore general gift, will, trust, and estate strategies
*Asset allocation does not guarantee a profit or protect against loss in declining markets. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio or that diversification among asset classes will reduce risk.
BUSINESS PHILOSOPHY
My mission is to help our clients achieve their financial goals so that they can fulfill their financial future. I believe in developing client relationships based on integrity, accountability, and exceptional service. My goal is to become a lifetime resource for each and every client.
QUALIFICATIONS
- Series 6, 63, 65, 7, 24 Securities Registrations
- Registered to offer Securities Products in AL, CA, FL, GA, MD, Ml, NC, SC, TN, TX, WA, WI
- Licensed to sell Life & Health Insurance in AL CA, FL, GA, MD, Ml, NC, SC, TN, TX, UT, WA
- Firm Financial Planner of the year- 2014
- Recipient of the 2015 Five Star Wealth Manager Award
SERVICES
- Comprehensive Financial Analysis
- Retirement Planning
- Pension Payout Alternatives
- Income Strategies for Retirement
- IRA Consolidation/Rollovers
- Tax Reduction Strategies
- Investment Analysis
- Education Funding Strategies
- Life Insurance & Income Protection Strategies
- Charitable Giving Strategies
- Wealth Transfer Strategies
- Wealth Management Strategies
Jacquelyn Kuhn is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC Generational Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Supervisory Address: 3000 Town Center, Suite 3100, Southfield, Ml 48075 (248) 357-7600. Jacquelyn Kuhn, domiciled in Ml, California Insurance Lic. # [4193816]. CRN202507-2711533