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Look to the future with anticipation not apprehension with your comprehensive written financial strategy.

100% CLIENT FOCUSED

Align your financial strategies with your most important goals and deeply held values.

Get your ENTIRE financial house in order and keep it that way.

Have an increasing level of confidence that no matter what happens in the markets, the economy or the world, you will have the highest probability of achieving your goals.

PROTECTION from assaults that could derail your plan.

ATTENTION to your plan with written goals that are date specific.

COORDINATION of all assets with your team of advisors, to make sure you are on track and make "course corrections" when necessary. We coordinate all subject member experts' (Estate Planning Attorney, CPA, Money Manager, Insurance Agents etc.…) with your overarching financial strategy.

TRANSPARENCY to clearly show your financial cost in a product and upholding the Fiduciary Standard.

For over 35 years, I have helped people navigate changes in tax laws that affect their Financial Plans, and the amounts they pass on to their loved ones. Information on designing your financial strategy is available by contacting me. 

TIMOTHY P. BOGERT, CLU, CHFC, LIC, AIF® 
Accredited Investment Fiduciary™
Financial Consultant

(248) 841-1804
345 Diversion Street
Suite 110
Rochester, Michigan 48307
(SOUTHFIELD OFFICE AVAILABLE)