Dedication, Knowledge and Teamwork
Gordon Wollman, MS-Financial Planning, CFP®, ChFC, built his financial advisory team to be the cornerstone of clients’ financial future. He offers comprehensive planning and a high level of get-it-done leadership.
Clients at Cornerstone Financial Solutions can expect a professional approach to financial planning and a personal relationship that is valuable and enriching. The advisors at Cornerstone Financial Solutions design personalized “roadmaps” for retirees and pre-retirees based on individual needs and life goals. The array of services includes personalized portfolio management, investments, tax reduction, retirement income distribution, insurance and estate planning for family wealth preservation. “We provide leadership, guiding clients with what they need to do to reach their goals,” Wollman says. …Read More
The Capital Advisory Group, a Forbes Top 50 RIA Firm, Tackles Investors’ Most Pressing Issues
“Investors are having trouble knowing what to do in the current economic environment. Our goal is to provide the guidance needed to make sense of it all.”
So says Investment Advisor Brett Machtig, AIF®, CWS®, RMA®, founding partner of The Capital Advisory Group Advisory Services, LLC (CAG)—recognized by Forbes as one of 2013’s Top 50 Wealth Managers in the U.S.* Machtig is dedicated to helping high-net-worth investors navigate their top five greatest concerns. …Read More
Purpose-Driven Retirement Planning
Good retirement portfolios grow. Great ones grow strategically.
Gar Blake McCray, a financial advisor specializing in the senior market, is challenging traditional thought in retirement planning. He’s unscrambling the nest egg.
Most advisors traditionally use a client’s time horizon and other factors to create a portfolio that guides all investment recommendations into one asset allocation model. McCray contends clients should be dividing monies into separate categories to accomplish different purposes. …Read More
Financial Advice, One Business Family to Another
Financial advisor Regan Rohl’s clients inspire him. “We work primarily with entrepreneurs – risk takers who are energizing our economy,” he says. “It’s our job to help make sure they’re not taking unnecessary risks with their personal assets
and business plans.”
Rohl, who began his financial planning career 25 years ago, founded
Dakota Group Wealth Management and feels a special kinship with entrepreneurs. Growing up on a farm, he now operates his own farm and raises Arabian horses, giving him firsthand experience within the agricultural sector. In addition to Dakota Group, an investment practice with hundreds of millions of dollars in assets under management who clears through Wells Fargo Advisors Financial Network, Rohl and his family own several small businesses in the Upper Midwest. …Read More
Local Advisor Helps Clients Invest Soundly, Plan Wisely
For pre-retirees and retirees in West Central Michigan who could use professional financial advice from a seasoned industry veteran, they need look no further than their own backyard.
Lynn Reed Jr., president of Reed Financial Services, Inc. and a proud native of this part of the state, has been immersed in the twin realms of investments and financial planning for the past three decades. He takes great pleasure in helping his neighbors bring order to their financial lives, recommending comprehensive, …Read More
A Customized Approach to
A retiring auto worker, in poor health, is offered a choice: keep his pension or accept a $700,000 buyout. Greg Hinkson, CFP®, advises the client to take the lump sum. With proper planning, it can provide the client and his wife a comfortable income and leave an inheritance for their children and grandchildren.
Another couple faces a similar choice. The $500,000 lump sum they are offered is tempting, but Hinkson advises them to keep their $50,000 annual pension because the lump sum is unlikely to generate the same level of income. …Read More
TIS Group Listens Closely for Asset Management Opportunities
Contrarian Approach Is Secret to Firm’s Success
Ever wonder why so many people jump on bandwagons? Why people are so quick to adopt the latest trend or fad? Because it’s easy to hear something being shouted at you. But going against that grain is what Larry Jeddeloh, managing director of TIS Group, says is the secret to his investment firm’s success. “I have more than 300 meetings a year with institutional fund managers, and I get a good feel for market positions,” he says. “I hear a lot about what’s hot, what’s selling. But what I listen for the hardest is what I don’t hear. What people aren’t talking about. That’s where the best opportunities often lie.” …Read More
Wealth Management With a Social Conscience
CapTrust Is Solemnly Committed to Client Relationships—
and to ‘Giving Back’
Can a well-known independent consulting practice—managed by 13 dedicated investment professionals and guided by a mission to serve its clients as “trusted advocates in the financial marketplace”—also transform lives in its community and overseas?
Yes, if it’s CapTrust, the Holland, Michigan-based practice founded in 1997 by Financial Advisor Bruce H. Johnson, CIMA, who began his career in the investment industry in 1982. …Read More
Bringing Complex Financial Lives into Balance, SVA Plumb Financial
For a financial advisory firm to be entrusted with $1.6 billion in client assets, successfully navigate three decades of market turbulence, and retain the vast majority of its clients and employees speaks volumes about its caliber and character. On that point, Thomas G. Plumb, CFA® and CEO, can speak from a wealth of experience.
Plumb founded Wisconsin Capital Management in 1984 and has been in the financial services industry for 37 years. By 2011, when Plumb’s firm merged with SVA Wealth Management to become SVA Plumb Financial—encompassing …Read More
Flexibility. Protection. Commitment.
At Sentry Insurance, we make a powerful promise to our customers — to be there when you need us most. As a mutual company, our business is built on long-term commitment to our customers, not short-term satisfaction of investors and analysts. We have the expertise to help you develop an insurance program to fit your business’s unique needs.