Timothy Bogert, CLU, ChFC, LIC, AIF®

I have been practicing a Values-Based method of financial planning for over 40 years. I believe it is important to reflect on your personal goals and the values upon which they are based. Why? Because once your values are clear your decisions are easy. My client value promise is to align your financial choices with your most important goals and deeply held values, so that you get your entire financial house in perfect order and keep it that way. This way you have a 10 level of confidence that no matter what happens in the market, economy, or the World, you have a higher probability of achieving your goals for the reasons that are important to you.

I represent both individual and business clients throughout Michigan and several States in areas of comprehensive financial and tax planning. I strongly believe that the road to excellence is always under construction and I also know that no one can know it all. That is why I surround myself with some of the Nations “go to” authorities in Wealth Planning such as Ed Slott and many others.

My status as an Ed Slott Master Elite IRA Group™ Advisor helps me solve the complex problems of effectively managing the distribution of assets, such as IRA’s and 401k’s. I have appeared with Ed Slott on PBS over 35 times since 2009 and have held my Master Elite status since 2007, which makes me one of the most established members of this elite group*.

As an “Accredited Investment Fiduciary” I have been certified specifically for the ability to follow the fiduciary process. The Bible mentions money or wealth over 200 times. Since these writers felt it was important enough to include it in God’s word, I take my role as advisor and educator very seriously. This is why I make a P.A.C.T. with my clients.

Protection from assaults that could derail the plan
Attention to your specific goals
Coordination with all of your advisors
Transparency holding up the Fiduciary Standard

My wife, Kim, and I have been married for over 40 years. We have 13 children, 7 of whom are adopted, and we live on a farm raising goats, chickens, and tending to bees. Four of our daughters have Down Syndrome so we understand the importance of coordinating an overarching financial strategy with a Special Needs Plan.

My partner and daughter, Elizabeth, of Special Needs Advanced Planning has specialized knowledge in this area, bringing this qualification to clients who have loved ones with disabilities. Elizabeth is a member of the Academy of Special Needs Planners, a nationwide network of Financial Advisors and Attorneys who provide Special Needs Planning services to individuals and organizations and serves on the board of GiGi’s Playhouse Detroit. To learn more about Elizabeth Larson visit www.elizabethjlarson.com.

Our team works together to design your Financial Road Map around your values and goals in a coordinated overarching plan with up to 140 deliverables. What you end up with is a comprehensive plan that gives you a higher probability of achieving your goals, because remember, it’s not about THE economy, it’s about YOUR PERSONAL economy.