Prepare trades of accounts and trade, Prepare summary reports for quarterly meetings with clients, attend some meetings with clients, research and analysis including a tax savings analysis,keep track of continuing education credits, update excel spreadsheets, write-up summaries, help clients get money out of a closing plan, attend conferences, etc.

Future Benefits Corporation is an independently owned, fully integrated financial consulting firm specializing in wealth management and comprehensive financial planning located in Bingham Farms, Michigan. We invest the time necessary to become intimately familiar with the unique goals of our clients to help them pursue their family or business objectives. Our role is to help develop, implement and then monitor financial strategies for our clients. Unlike financial consultants or planners employed by banks or brokerage firms, we have no product quotas, minimum profit goals, or arbitrary sales targets. As an independent firm, we scan the world of financial products to provide suitable, non-proprietary choices that best fit your goals and needs. Financial planning offered through Future Benefits Corporation, a registered investment advisor and a separate entity from LPL Financial. Securities and other advisory services offered through LPL Financial, a registered investment advisor. Member SIPC www.sipc.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.                                                                      The financial professionals associated with Future Benefits Corporation may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.                

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. www.finra.org www.sipc.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

MFC Benefits owned by William Schoof, is a growing Employee Benefits & HR Solutions firm. Since 1986, we have assisted clients with knowledgeable benefits guidance and exemplary service. Our philosophy is passionately focused to design customer-specific insurance programs that will provide our clients with comprehensive solutions and help manage the key components of a successful employee benefit package. The MFC Benefits strength is that we can help meet any employee benefit and HR objectives by developing benefit designs to control costs and support the needs of your employees while alleviating some of the challenges of the current employee benefits environment. We will work on your behalf for commissions received from the carriers selected rather than charging consulting fees. MFC Benefits is a resource rich company that delivers tailored benefits solutions to local and national organizations. Our business and customer service practices, high level of expertise, and ability to design customer-specific programs and solutions provides our clients with comprehensive solutions to implement and manage the key components of a successful employee benefits package. We believe MFC Benefits is best qualified to proactively partner with your company to: - Evaluate, design, and deliver coverage alternatives. - Achieve the most effective access to insurance carriers. - Educate your employees regarding benefits and utilization. * Assist in enrollments and employee coverage changes. * Assist your HR with employee communication. * Help keep your HR up to date on Health Reform changes effecting your employee offerings. - Effectively communicate and increase employee knowledge and overall satisfaction.

Garrison Financial can provide access to a network of professionals that offer Comprehensive and Integrated Benefit Strategies to help Business Owners and the Human Resources Officers of small to middle market sized companies reduce the administrative burden and expenses associated with their complex Payroll, Group Insurance, Retirement Plan, and Workers' Compensation offerings. In addition, Garrison financial can work closely with many individual clients and their families on their personal risk management and wealth strategies. (CRN201410-165635).

Alan B. Lancz & Associates, Inc. is a nationally recognized investment advisory firm that is a fiduciary looking at your best interest. We have earned a global reputation for our disciplined and transparent approach to our financial, retirement and wealth management strategies. For important disclosures: http://www.ABLonline.com/disclosure

There is more to wealth management than simply managing your investments. Clients of Secure Planning Strategies take control of their future guided by our simple, thoughtful, and creative strategies that focus on your personal well being as well as preserving your financial assets. We provide comprehensive planning for high net worth individuals, and specialize in wealth management as well as life planning solutions for women. We are also committed to planning for families with special needs members as well as exit planning strategies for business owners. -SPECIAL NEEDS PLANNING: We provide estate and financial planning solutions in this complex and challenging area, as well as address other concerns that are unique to this audience. -WEALTH MANAGEMENT FOR WOMEN: We empower women to confidently manage their finances through on-going education and by simplifying complex planning strategies. -EXIT STRATEGIES FOR BUSINESS OWNERS: SPS becomes the quarterback on your team of professionals to help successful business owners plan for your exit or succession in a tax-efficient manner. ___________________________________________________________________________________ Minoti Rajput, Elinor Ho and Mehul Mistry offer Securities through Securities America Inc, Member FINRA/SIPC, http://www.finra.org/ and http://www.sipc.org/ and Advisory Services through Securities America Advisors. Secure Planning Strategies and Securities America Companies are not affiliated. Securities America and its representatives do not provide tax or legal advice. Licensed in the state of AZ, CA, CO, FL, GA, IL, IN, MI, MN, MO, NC, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

At MPM Wealth Advisors, we believe retirement planning should be as unique as you are. That's why we take the time to truly understand your needs and desires, so we can create a plan tailored specifically to you. Our Retire right process takes into account all aspects of your financial life, from investments, social security, taxes to estate planning, with the goal of maximizing your retirement income, minimizing risk and, helping you thrive in retirement. Step 1 – Plan We’ll look at the whole picture together. Have you always dreamed of traveling the world? Which charitable giving opportunities inspire you? What kind of legacy do you want to leave for your heirs? As we get to know you, we can create a plan that honors your values, addresses your concerns and provides you with a clear financial roadmap to achieve your goals. Step 2 – Invest Next, your advisory team will assess the timing of your goals along with your comfort level with risk and develop a personalized investment strategy. We don't believe anyone can consistently time the market or pick winning stocks. We follow an evidence-based approach to investing that focuses on global diversification, targeting premiums of returns, reducing expenses and turnover and minimizing taxes. Step 3 – Thrive Let MPM focus on the money, so you can focus on enjoying the special moments in life. Meet with your advisory team regularly to review your plan, if your circumstances change, or when you have questions, concerns or ideas you want to discuss. We have our finger on the pulse of the financial landscape and will let you know if we recommend any changes to your plan. *Content provided on this page, by MPM Wealth Advisors, should not be construed as investment advice.

S&D Capital’s Mission: Our commitment is to listen and work with intention to provide independent solutions that simplify and diversify our client’s lives. S&D Capital’s Vision: To be at the forefront of independent financial advice by our commitment to education, integrated technologies, and enhanced services. Your Need for Objective Advice Drives Our Independence: Together, we offer the objectivity of working with an independent financial advisor combined with the ability to access the world’s financial markets and a wide range of diversified financial products and investment resources. We are very proud that we do not represent any one company and have the freedom to seek out the best companies, solutions, and opportunities that align with your desires, needs, and financial goals. Oregon Branch: 3150 Dustin Road, Suite 2 Oregon, OH 43616 Cleveland Branch: 7227 Chagrin Road, Suite D Chagrin Falls, OH 44023 Oregon Office: (419) 693-9000 Cleveland Office: (440) 561-6800 Toll-Free Fax: (866) 824-9119 Registered Representative. Securities offered through Cambridge Investment Research, Inc., a Broker/ Dealer. Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors Inc., a Registered Investment Advisor. S&D Capital and Cambridge are not affiliated.

At Avery Wealth, we understand that managing wealth isn't simply about acquiring assets. It's about you. That's why our approach and the services that we provide focus on our clients. Building an ongoing relationship with you is integral to all that we do. We believe that an understanding of your life goals and your financial objectives will provide the foundation for providing distinct solutions to address the financial complexities in your life. When it comes to achieving your goals, you are best served by a deliberate process that begins before we ask you to commit to a long-term relationship with us. It starts with a “Discovery Meeting” focusing on you and your life. We will discuss your values, personal and professional goals and relationships, assets and interests. In addition, we will ask you to share your thoughts on questions such as: What does financial success look like to you? What resources do you have? What challenges do you face? We believe our approach fosters a relationship grounded in fiduciary obligation and incorporates the best academic evidence on how markets can be used to pursue financial independence. We combine that with a commitment to provide world-class client service and meet every client's highly individualized wealth-management needs. We believe an investment portfolio should directly reflect our clients’ financial and life objectives. That’s the simple principle on which Avery Wealth was founded and continues to do business today.

Ayers Wealth Management is a comprehensive wealth management firm offering financial planning and investment services.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Developed Operational Standards for Consolidated Financial Corporation with the integration of new data. Became an expert and implemented Redtail Technology, a Customer Relationship Management (CRM) System. Wrote and delivered operational training standards for colleagues on said CRM tool in order to efficiently and effectively track over $1 billion in firm assets and 11,000+ clients. Associate of Lincoln Investment Planning, LLC Broker/Dealer, Member FINRA/SIPC www.lincolninvestment.com