As a lifelong resident of our area and former administrator in our schools, I have a deep appreciation for not only our community but also for those hard working families that are the backbone of this community. As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what is important to you, what your goals are and what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together as a team to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.
As we work together, you will quickly realize that we are not just a two person team. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
On a personal note, my wife and I have three grown sons, who all live in the area, and eight grandchildren (we are blessed beyond belief). We are both very active enjoying all the Michigan has to offer (kayaking, skiing, bike riding, etc.) and love living in the best community in the state.
- Retirement Income Strategies
- Portfolio Reviews
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
- Outdoor Enthusiast
Phone NumberMichael Alley at (810) 637-4011
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