3000 Town Center
I started my financial planning career making over 10,000 cold calls in one summer, exclusively to small business owners. This led to clientele in a wide variety of businesses in the state of Michigan. From large animal veterinarians, welding manufacturers, aluminum molding, auto parts, stamping, doctor’s offices, dentists, and tool and die makers to name a few. I am as comfortable getting my hands dirty drawing up plans on a manufacturing floor as I am at a 4-star meeting room with executives. Mastery in executive benefits, buy/sell planning, and deferred compensation plans have allowed my business owner clients to feel confident in their financial future.
Increased liability concerns, stressful work environments, and demanding patients mean that medical professionals need to be at their best when they are on the job. This also means medical professionals need an advisor who understands their unique planning needs and can match their strict professional standards. I have found that I connect with medical professionals on the need for attention to detail in their planning. Medical professionals are by far the fastest-growing clientele in my practice. My medical clients spread over 23 different states and continue to grow in number every year.
Working with attorneys has been a natural fit in my practice. Whether it’s advanced planning techniques, charitable gifting or estate preservation attorneys demand top-quality results. I am happy to put that weight on my shoulders. From large to small law firms, I service attorneys in many areas of practice across the state of Michigan.