TEACHING, LEARNING, MAKING A DIFFERENCE
JFR Financial Services Helps Clients Succeed

In high school, John Robbins’ first job was teaching tennis lessons. His favorite group was the housewives, in part because he learned from them. Although they had no aspirations to join the pro tour, they loved getting better, and he loved being part of their success.

Many years later, as owner of JFR Financial Services, Robbins still loves teaching – and learning. He enjoys helping and motivating people to take the next step. He connects with his clients in a plainspoken, Midwestern way, …Read More →

CONFIDENT RETIREMENT PLANNING BEGINS WITH PROFESSIONAL, INDEPENDENT GUIDANCE

Even though the volatility of today’s economic market is unprecedented, one long-proven strategy consistently places investors in the best place to reach their retirement goals: Develop a personalized plan and measure results regularly. “Sometimes the hardest part about getting objective, professional guidance is picking up the phone and scheduling the first meeting,” explains Kathy Colby, Founder and President of Financial Independents, Inc.

The road to retirement has been Colby’s single focus for almost 30 years. Creating a successful financial plan …Read More →

RETIREMENT PLANNING FOR TURBULENT TIMES

O’Neill Blausey Hartsock Group at Morgan Stanley

Planning for retirement has never been more challenging. Tax rates and rules are changing. The economy sputters. Increasingly, companies are offering less and demanding more from their employees. The wrong decision concerning investments can have long-term, irreversible consequences.

“The way the markets have been for the past 10 years, people are understandably nervous,” says Pat O’Neill, CFP®, a partner at the O’Neill Blausey Hartsock Group (OBHG) at Morgan Stanley in Farmington Hills, Michigan. …Read More →

EXCELS IN DEVELOPING STRATEGIES TO BUILD AND PROTECT CLIENTS’ WEALTH

Whether wealth is an accumulation from years of successful business ownership or it arrives suddenly, challenges in managing it are inevitable.

Successful management demands thorough understanding of the client’s situation, deep knowledge of investments, and a firm guiding hand to develop a program and keep it on course. JVL Associates brings those qualities to the service it provides prosperous individuals and families, who may include owners of small businesses, multigenerational families, and sudden recipients of assets through sale of a business, inheritance or divorce. …Read More →

THE POWER OF TRUE INDEPENDENCE
AQuest Wealth Strategies

AQuest Wealth Strategies was founded in April 2009, at the depth of the Great Recession.

“The country was hurting, and our clients in Michigan were feeling the pain more than most,” says Justin Hulett, partner at AQuest. The AQuest consultants realized that something different was going to be required to help clients recover from the “new normal” economic malaise. With this in mind, AQuest Wealth was founded on two guiding principles: offer truly independent advice free from conflicts of interest and create holistic strategies based on every facet of a client’s financial life. …Read More →

CUSTOMIZED FINANCIAL PLAN IS KEY TO PEACE OF MIND
Mattson Financial Services, LLC

Focusing on the importance of clients’ lifestyle choices rather than on their money is what drives Gary Mattson’s distinctive personal approach to financial planning. “Clients are often surprised when we turn the conversation away from their financial statements,” explains Mattson, CEO of Mattson Financial Services, LLC. “We customize everything we do for our clients. We always ask, ‘What matters the most to you in life?’ A personalized financial plan will start with an understanding of the client’s dreams, goals, desires and risk capacity. We help our clients define their goals and then craft short-, mid- and long-term individualized plans to assist in getting them where they want to be.” …Read More →