I believe your money should serve your purpose, not the other way around. Helping clients maximize their potential to serve their purpose and achieve life goals with confidence, is the essence of what we do.
Our clients prefer a personal, customized approach to wealth strategies and appreciate guidance that is common-sense, straightforward, and easy to understand. No two situations are the same, and my team and I enjoy taking on complexities that require a broad range of experience.
How I Partner with My Clients
Prior to my role as a financial advisor, I spent time as a teacher, sports coach and social worker. Each day in my prior careers, I sat side by side with individuals to help them develop a plan for their future. Each plan aimed to achieve their individual goals and then we partnered together to help them stay on track for increased success. Along the way, I built a reputation true to my values of honesty, empathy, hard work, respect for others and always keeping my word. I feel truly blessed to utilize my strengths and love from my previous careers to enhance my work as a financial advisor today.
Serving my clients' best interest, without exception, is a responsibility I take very seriously. I take my time to get to know each client's goals, needs and current financial situation before making recommendations. I meet them where they are and on their own terms – all while keeping them focused on what is most important to them, especially in times of stress or major life changes.
Every client in my practice has a financial strategy tailored to their unique situation. I have a disciplined investment approach with an emphasis on quality and a clear process to help ensure that each client feels understood, in control and ultimately secure with all aspects of their financial life.
I have earned the Chartered Retirement Plan Specialist™ designation.
A Few More Facts
I was born and raised in Metro Detroit Area. I am a frequent traveler to National Parks and love to spend time outdoors with my husband, Sean, and our dog, Willow. I enjoy waking up each morning with a cup of coffee and a good book. In the fall you can find me at almost every University of Michigan football game and in the summer often paddle boarding near my home on Wolverine Lake.
- Business Retirement Plans
- Insurance & Annuities
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
My Personal Interests
- Personal Fitness
- Social Responsibility
Phone NumberJackie Duggan at (248) 426-0279
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