First Row: Nick J. Valenti, President & CEO
Second Row From the Left: Jeff Marrs, Director; Peter Frame, Director of Firm Development; Kevin Kneip, Vice President; Elizabeth Valenti, Marketing Coordinator; Gary Nustad, Director; Lisa Johnson, New Business Case Manager; Lori Ditzhazy; Director of Brokerage; Kim Stine, Vice President of Marketing & Operations
Our objective is to utilize our collective expertise in Financial and Estate Management, Corporate Sponsored Retirement Plan Development and Risk Management, to help high net worth individuals, business owners and corporations meet and exceed their financial goals.
Over 35 years of experience, two locations in Southfield and Sterling Heights; we have qualified representatives with expertise serving the needs of business and individual clients in the following areas:
Ø Qualified Retirement Benefit Plan Design and Development
Ø Executive Compensation Programs
Ø Life & Disability Plans
Ø Estate Planning
Ø Business Succession
Ø Executive Benefit Plans
Ø Investment Allocation
Ø Employee Benefit Plans
Our associates maintain a variety of professional accreditation including:
Certified Public Accountants, CPA
Chartered Life Underwriters, CLU
CERTIFIED FINANCIAL PLANNER™
Chartered Financial Consultant, ChFC
Our professional experience and qualifications provide the ability to see many aspects of personal and corporate financial needs that include:
Ø Tax Concerns
Ø Estate Transfer
Ø Risk Management
Ø College Funding Techniques
Ø Long-Term Care Concerns
Ø Retirement Planning
