Are you on track to retire and maintain the same standard of living?
Our tools and holistic approach to retirement planning will give you the facts.
Do you have a plan for your family if something happens to you?
Our wide range of products can help you ensure your family is safe no matter what happens.
Is your retirement plan working for your employees?
We can help you design a customized plan to increase employee participation and retention.
Our investment process will guide you by designing a diverse portfolio that fulfills your unique individual goals, objectives, and expectations.
We understand the inherent complexity of considerable wealth. Our team strives to provide clarity and ensure that our clients and their family are setup for success.
Our state-of-the-art tools and extensive planning services will be used to keep you on track for a comfortable income in retirement.
Our experience and business relationships allow us to provide a broad range of products including Life, Disability Income, and Long Term Care insurance.
Our team specializes in corporate retirement and executive benefit planning. Through our extensive network we also offer best-in-class group benefits.
As a Retirement Planning Specialist, I help clients design and manage both personal and corporate financial strategies.
Besides building sound financial plans, I strongly believe in establishing honest and long-lasting relationships with my clients. I assist in keeping clients focused on the long-term, rather than being distracted by what happens in a short-term market. I advise clients on investments, asset protection, wealth management platforms, wealth preservation, and corporate retirement plans. I am focused on being a good listener and enthusiastically subscribe to the @Aspen philosophy of putting the client's needs first.
I pride myself on maintaining a strong sense of community! This sense of being active within the local community holds a solid professional foundation, which is very important to me. My community activities and professional affiliations include membership in the Sterling Heights Regional Chamber of Commerce and USA Hockey. I am a former youth hockey coach and an active adult hockey player. Whenever I can find spare time and the weather permits, you will find me, an avid boater, on the water with my family and close friends. I presently reside in Rochester with my wife Laura, son, William, and our dog, Oscar.
Office: (248) 641-3550
Fax: (248) 641-3555