We are all well aware of ROI (Return on Investment) but are we paying enough attention to our ROL (Return on Life)?Join us at Bloomfield Hills Schools Booth Center at 6:30 p.m. on either the 24th or 25th, to learn more about how you can add purpose to your retirement.
We will be discussing:
Workshop Location Bloomfield Hills Schools- Booth Center 7273 Wing Lake Rd, Bloomfield Hills, MI 48301 (half a mile west of Telegraph Rd & half a mile north of 14 Mile Rd) Seating is limited, please reserve your seat by Friday, April 19th! *Dinner will not be served Event hosted by
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My comprehensive service set includes a review, discussion, and implementation in the following areas:
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I work with a select group of clients who can appreciate close, personal relationships and can benefit from the value I add to their lives. With over 20 years of experience in the financial industry, I take pride in being able to assist clients on their path to financial freedom.
My approach to helping clients achieve their life aspirations has been highlighted in Forbes, Bloomberg Businessweek, CNBC, Market Watch, Yahoo Finance, and many ABC, NBC, CBS, FOX affiliates across the country.
Along with being a contributor to Kiplinger.com, I am also the author of “Simple Steps to Wealth in Retirement”.
I hold the Registered Financial Consultant® designation, attained the Accredited Investment Fiduciary® (AIF®) credential, passed the Series 65 and 63 securities exam and hold an Insurance license. My family and I make our home in Franklin, Michigan. As a husband, father, business owner and financial professional, I know the value of trust, understanding, and close relationships.
If this sounds like a potential fit, I am happy to learn about you to see whether I can help.
My approach to helping clients achieve their life aspirations has been highlighted in Forbes, Bloomberg Businessweek, CNBC, Market Watch, Yahoo Finance, and many ABC, NBC, CBS, FOX affiliates across the country.
Along with being a contributor to Kiplinger.com, I am also the author of “Simple Steps to Wealth in Retirement”.
I hold the Registered Financial Consultant® designation, attained the Accredited Investment Fiduciary® (AIF®) credential, passed the Series 65 and 63 securities exam and hold an Insurance license. My family and I make our home in Franklin, Michigan. As a husband, father, business owner and financial professional, I know the value of trust, understanding, and close relationships.
If this sounds like a potential fit, I am happy to learn about you to see whether I can help.
Please note, your reservation is not valid until confirmed by our representative. We will contact you within one business day to confirm your information and reservation. If we are unable to reach you to confirm the information provided, your reservation will not be valid.
Or Call 248-590-0767 to reserve your seat
Investment Advisory Services offered through OCTO Capital, LLC a Registered Investment Advisor in the state of MI. No products will be sold and while attendees are welcome to schedule individual meetings, there is no obligation to do so. Strategies mentioned are recommended for those in or nearing retirement with at least $250,000 in retirement assets. These events are designed for individuals ages 50 and above. All attendees should be nearing retirement or currently in retirement. These events are designed solely for individuals looking to obtain financial information and or advice. If you have attended in the last 12 months we ask that you wait until our next invite is published or request to be put on the wait list. Our policy is to give preferential seating to first time attendees. If you are a financial advisor or if you are in the financial services industry we ask that you kindly extend a professional courtesy and not attend. Any broker/advisor who attends will be assessed a $1,000 educational training fee. If you have special needs or require special accommodations please tell your RSVP operator and someone from our office will call you back quickly. All reservation are subject to organizers approval. Not affiliated with Social Security Administration or any Governmental Agency. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax/legal professional before implementing any strategy discussed herein. All logos and /or photos do not represent an endorsement or affiliation. Past performance is not indicative of future performance.