Brass Ring Wealth Management
About
IT'S NOT WHAT YOU EARN...
IT'S WHAT YOU KEEP THAT MATTERS.
Brass Ring Wealth Management is an independently run family-owned Corporation based in Clarkston, Michigan. We have no obligation to work with any specific firms, agencies, or products except the ones that keep your interests in mind.
Our professionals have over 65 years of experience specializing in investment, tax, and retirement income planning. Our custom programs help reduce certain risks that can harm your personal and business assets and retirement, as well as provide for your income, investment, and insurance planning needs. We help ensure that your estate, portfolio, and tax situation match up with the purposes that they are intended.
You can achieve a better understanding of your finances and make better decisions to protect what you've worked so hard to build. Become more confident in your ability to care for yourself and your family by the strength of our relationship.
Simple, effective, convenient, reach for the Brass Ring.
The ability to see clients progress from starting a savings plan all the way to retirement and gaining confidence knowing they're on the right path.
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Frequently asked questions
What is your typical process for working with a new customer?
We utilize traditional and non-traditional investments, fee-based programs, as well as structured products in our retirement income planning and wealth management. Our focus is on creating tax efficient programs for clients that allow them to fill their and their families lifelong needs. We utilize the latest technology, investments, programs to create a solution that makes sense. It is far easier to avoid a mistake than to correct one. We take our time crafting your solutions and pay attention to the items that are most important to you, not just rate of return and yield. It's not about managing money; it's about achieving your goals. We can't control the markets, interest rates, or the government, but we can control how much you pay in taxes, where your distributions come from in retirement, and how you feel about your investment strategy. Please take some to familiarize yourself with our site and learn why so many have come to benefit from reaching for the Brass Ring.
What education and/or training do you have that relates to your work?
Chartered Financial Consultant, ChFC | Chartered Life Underwriter, CLU | Certified Advisor for Senior Living, CASL
Series 4, Registered Options Principal | Series 7, General Securities Representative
Series 24, General Securities Principal | Series 51, Mutual Fund Securities Principal
Series 65, Uniform Investment Adviser | Series 63, Uniform Securities Agent
Life, Health, and Variable Contracts Insurance Licenses
Do you have a standard pricing system for your services? If so, please share the details here.
Hourly Planning Rate $200
Client Discovery and Organization $400
Estate Planning Review $400
Charitable Giving $400
Qualified Retirement Plan Review (401k), 403(b), 457, SEP, Simple $400
Portfolio Review and Morningstar® Analysis
Risk Assessment, Investment Comparison, and Asset Allocation $500
College Education Planning
College Funding, Plan Comparison, Cost Estimates $400
Insurance Policy and/or Life Insurance Review $400
Retirement Planning/ Financial Forecast
Retirement Income Projection, Asset Allocation and Risk Assessment, Beneficiary Review $1,500
Roth Conversion Analysis $350
Comprehensive Plan All Services $5,000
Emoney Subscription $50
How did you get started in this business?
RIight after Graduation I started with an independent office in Bloomfield Hiills before breaking away on my own.
What types of customers have you worked with?
All types.
Describe a recent event you are fond of.
March Madness!
What advice would you give a customer looking to hire a pro in your area of expertise?
You need to be certain that your personalities are compatible. you also need to be aware of what licenses they have. Knowing what your advisor can and cannot offer colors the recommendations that they may make.
What questions should customers think through before talking to pros about their needs?
You should make an laundry list of all things financial. Prepare a budget, gather up statements of investment accounts and pensions etc. and have a written set of priorities or goals that you wish to accomplish.