No matter where you are today, there are important steps to take in building a legacy for your loved ones. I can help you make a plan.
Generational Financial Group
Financial Services
Southfield, MI 77 followers
Your choice for Financial Services.
About us
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
- Website
-
https://www.generationalfinancialgroup.com/
External link for Generational Financial Group
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Southfield, MI
Updates
-
It’s important to understand where you stand when it comes to your retirement. Let’s get together and use this retirement calculator to determine if your retirement goals are on track: https://lnkd.in/g3YpYTmv.
-
-
Make sure your Disability Income Insurance (DI) coverage is as portable as you are. I.T. consultants who have group long-term disability (GLTD) through their employer may not realize that their coverage has limitations and can’t move with them. Contact me today to begin creating a portable protection plan by adding supplemental DI coverage. https://lnkd.in/d_mkuZmg.
-
-
Have your clients considered the role that gifting can play in effective year-end planning? Let’s connect on estate planning strategies – especially with important tax changes on the horizon. Learn more: https://bit.ly/3ZLyI4r
-
-
As a leader in individual Disability Income insurance (DI) for STEM occupations, MassMutual offers features and benefits to help your clients protect their income. Check out the STEM page on the DI hub to learn more: https://lnkd.in/e6P77XXj.
-