Dane Smith

Dane Smith

Executive Director of Financial Planning

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Phone: (248) 663-4741
Fax: (248) 827-7378
E-mail:

Dane Smith is an Executive Director of Financial Planning with Michigan Financial Companies, a financial services firm specializing in estate planning strategies, wealth accumulation, retirement financial strategies, business planning and executive benefits.  Dane works closely with business owners, executive teams and their advisors to realize their financial goals.

 

As an Executive Director he is uniquely qualified to address the diverse needs of high net-worth individuals.  He provides recommendations for asset allocation, funding for education, retirement and long-term care insurance.

 

Dane has more than 28 years of experience and has been recognized for numerous industry awards, including the National Quality Award for outstanding service to the financial services industry. 

 

Education

Central Michigan University, 1983

     Bachelor of Science  

    

Professional Designations

  • Chartered Life Underwriter (CLU®)
  • Chartered Financial Consultant  (ChFC®)

 

Memberships & Affiliations

  • NAIFA Member; 21 Years
  • John Hancock Financial Network
  • Named Five Star Wealth Manager, 2010 & 2011 by Hour Magazine*
  • Court of the Table Qualifier
  • Million Dollar Roundtable (MDRT), 10 Time Qualifier

 

Personal Data

Dane currently resides in Highland, Michigan with his wife, Rita, and their three daughters, Lauren, Lindsay and Allison.  Dane is an avid outdoorsman and enjoys coaching youth sports teams in his community.

 

*The FIVE STAR Award is a client services award issued by Crescendo Business Services, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a wealth manager on the FIVE STAR Wealth Manager list should not be construed as an endorsement of the wealth manager by Crescendo Business Services or magazine.