Dane R. Smith, CLU, ChFC, RICP
Dane R. Smith
Executive Director of Financial Planning
Phone: (248) 663-4741
Fax: (248) 827-7378
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 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 30 years of experience and has been recognized for numerous industry awards, including the National Quality Awards for outstanding services to the financial services industry. In 2014, Dane was inducted into the Signator Investors, Inc., Hall of Fame.
- Central Michigan University, 1983
- Bachelor of Science
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
- Series 7, 63 & 65 Registrations
- Life Accident & Health insurance licenses
Memberships & Affiliations
- NAIFA Member; 21 years
- Named Five Star Wealth Manager, 2010-2014 by Hour Magazine*
- Court of the Table Qualifier
- Million Dollar Roundtable (MDRT), Lifetime Member
- Signator Investors, Inc. Hall of Fame
- Central Michigan Alumni Association
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 Five Star Professional, 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 Five Star Professional or the magazine.