345 Diversion Street
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) 841-1804345 Diversion St.Suite 110Rochester, Michigan 48307(SOUTHFIELD OFFICE AVAILABLE)
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Ed Slott & Company is not affiliated with America Group or LPL Financial. This information is not intended to be a substitute for specific individualized tax legal advice. We suggest that you discuss your specific situation with a qualified and/or legal advisor. #1-796095