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Financial Planning Consultants, Accounting Services, Bookkeeping

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Today: 9:00 am - 5:00 pm

34 Years

in Business

Accredited

Business

(586) 228-7772Call Visit WebsiteVisit Website Map & DirectionsDirections16950 19 Mile Rd Suite 4Clinton Township, MI 48038 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Clinton Township with Financial Planning Consultants

Mount Clemens (6 miles)
Utica (7 miles)
Sterling Heights (7 miles)
Fraser (8 miles)
Macomb Twp (10 miles)
Macomb (10 miles)
Harrison Township (11 miles)
Roseville (13 miles)
Saint Clair Shores (14 miles)
Washington (14 miles)

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Email

BBB Rating

Extra Phones

Phone: (586) 228-7776

Phone: (586) 412-8105

Fax: (586) 228-7776

Services/Products

Maximize Client Wealth Through Education, Commitment, And Professional Partnerships

Neighborhood

Clinton Township

AKA

Premier Estate Planner

Premier Tax Service

Other Link

https://www.yourplanners.com/contact-us

Other Email

Categories

Financial Planning Consultants, Accounting Services, Bookkeeping, Business Coaches & Consultants, Investment Advisory Service, Investments, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (586) 228-7772

Address: 16950 19 Mile Rd Suite 4, Clinton Township, MI 48038

Website: https://www.yourplanners.com/contact-us

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Premier Estate

Tax Planning
Don’s enthusiasm for continuing education helps him keep the company abreast of changing tax and legislative issues that relate to estate, financial and tax planning.

Investment Management
Education, commitment, progressiveness and a genuine concern for the well being of the people we serve is fundamental to the dedication of service our client’s experience.
Mutual Funds
Dunham & Associates works with financial advisors to create and deliver highly-disciplined wealth management solutions combined with access to some of the industry’s top tier institutional money managers whose expertise is typically not available to the public through other retail mutual fund platforms.
Bonds
Wealth Management
Don has been serving individuals and families as a financial advisor since 1985. As a founding partner of Premier Estate Planners, he has positioned the firm to coordinate their wealth management services with a network of financial, tax, and legal professionals. This comprehensive one-stop-shop approach assures service that delivers financial independence during uncertain times.

Accounting Services

Financial Planning
The Registered Financial Consultant (RFC) is a professional designation awarded by the International Association of Registered Financial Consultants to those financial advisors who meet the high standards of education, experience, and integrity that are required of all its members. The IARFC was originally established in 1984. The IAFRC is a non-profit professional credentialing organization of proven financial professionals formed to foster public confidence in the financial planning profession for those members who are truly committed to ethical standards and continuous professional education. To become a RFC each applicant must complete a comprehensive examination covering a wide range of subject matter. Each year the RFC must complete a minimum of 40 hours of professional continuing education. This may include college courses and other credentialed educational courses. It is the only professional organization that requires all of its members to meet and document seven stringent requirements of education, experience, integrity, licensing, ethics, and a significant amount of continuing professional education.
Long Term Care
As a financial advisor for over thirty years, Tom has educated numerous retirees and those nearing retirement, towards financial stability and independence. Tom works with his clients to accumulate and preserve wealth by developing and implementing complex financial and estate plans, investment management, advisory services, and long-term care planning.
Asset Management
Advisory services offered through Secure Asset Management, LLC. a Registered Investment Advisor. Premier Estate Planners, LLC is a registered investment advisor, independent of Secure Asset Management

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