Estate Financial Group has helped hundreds of hard working Americans, just like you, protect over a quarter of a billion dollars with his help in their retirement income strategies. Since 1996, Estate Financial Group has been working with friends and neighbors throughout Michigan and the United States to help meet their financial goals through the use of insurance products.
We are an insurance agency rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them. Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to provide you the confidence you deserve for your financial future.
We are an insurance agency rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them. Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to provide you the confidence you deserve for your financial future.
Services
Estate Financial Group's mission is to educate every potential client and try to leave them in a better financial position after we've met - whether we do business with them over the long term or not. Primarily serving Michigan residents, our firm offers retirement income strategies, annuities, life insurance, asset protection and tax minimization strategies.
To develop a financial strategy for your future, it's important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. Our financial strategies use insurance products, such as annuities, to help you meet financial goals.
It is important to feel you have control over your future. At Estate Financial Group, we offer our experience and knowledge to help you design your own strategy for financial independence. By providing your contact information, you may be offered information regarding the purchase of insurance products.
At Estate Financial Group, we hold informational seminars for our clients and the greater community that feature information on various retirement topics. Often, our seminars include guest speakers and special activities, as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being.
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