Michael Kreh Client Toolkit

Michael Kreh, LUTCF
Financial Services Representative
Registered Representative
Generational Financial Group
3000 Town Center, Suite 3100
Southfield, Ml 48075
Direct Line: 248.33l.2544
Cell: 586.489.0288
Fax: 248.357.76l0
mikekreh@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
- Over 15 years in the Financial Services Industry
- Life Underwriter Training Council Fellow, LUTCF
- Series 6 & 63 Licenses
- Registered to offer Securities Products in CA, CO, FL, GA, MD, Ml, NC, OH, TX, WA
- Licensed to sell Life & Health Insurance in CA, CO, FL, GA, MD, Ml, NC, OH, TX, UT, WA
SERVICES
- Financial Analysis
- Retirement Planning Solutions
- 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
Michael Kreh is a registered representative of and offers securities 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. Michael Kreh, domiciled in Ml, California Insurance Lic. # [4146764].
CRN202507-2711533