FAQs

How do I leave a legacy?

Simple things like proper account titling, power of attorney, trusts and wills are all things that must be in place if you are to truly avoid a drawn-out legal fiasco.
By having the proper estate strategy in place you can eliminate probate and make it easier for your family during their time of grieving. The last thing you should hope for is a legal obligation while your loved ones are mourning their loss.

Over the next few decades, $41 TRILLION IN WEALTH will be transferred to the next generation*.

*John Havens and Paul Schervish from the Center on Wealth and Philanthropy at Boston College

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at 248-641-3900 today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.

Have Questions for Walter and Brett?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

Other commonly asked questions:

How much risk should I be taking during retirement?


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How much am I paying my existing advisor?


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Will I run out of money?


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How do I leave a legacy?


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How do I avoid probate?


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How do I stop losing money in the market?


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How do I develop an income plan?


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How do I know when to retire?


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What should I do next?


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We can also refer you to professionals who provide the following services:

» Trusts » Probate » Charitable Giving » Estate Planning » Tax Planning

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

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Investment advisory services offered through Global Financial Private Capital LLC, an SEC Registered Investment Adviser.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The “10 Things to Know About Planning Your Retirement Income Report” is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.