About My Practice
Brass Ring Wealth Management is a
family-owned corporation based in Clarkston, Michigan. We specialize in tax and distribution planning. We utilize traditional and
non-traditional investments in our retirement income planning and wealth management. We focus on creating programs for clients that allow them to fulfill their investment, insurance, and retirement needs.
In addition to the wealth management practice, Brass Ring Wealth Management also looks to hire and combine registered representatives and other professionals to grow their vision of helping their community retire the way they deserve.
Brass Ring Wealth Management was founded in an effort to be different from the traditional firms, brokers, and insurance agents you see today. We are not on every corner, we are not a franchise, a nationally recognized firm, or an insurance company, on purpose, yet we can do everything that they can, and more. From the moment you step in our office want you to see and feel a different environment and
approach, we want to be included in your lives, and you in ours as well.
It's not about managing money, it's about achieving your goals.
Managing every day risks is more important than maximizing your
returns. 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
“An Investment is Not a Plan.”
From the moment you step in our office want you to see and feel a different environment and approach, we want to be included in your lives, and you in ours as well.
Planning for your or your businesses’ retirement shouldn't be complicated or difficult. It has to be understood, it can be simple, and must be effective. We utilize the latest technology, the most complex concepts, and when needed the most basic investments to create sensible solutions. Our role as your retirement professional is to use those financial tools and strategies to create a specific plan to accomplish your vision
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63, 65
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - CASL, CLU
NEXT Financial Group Inc.
Securites and Investment Advisory Services offered through NEXT Financial Group In. Member FINRA/SIPC.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.