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.                

Yousif Capital Management is an institutional investment advisor that is purpose built to service institutional investors. The firm specializes in offering low cost, rules-based managed funds that are customized to each client’s specific needs. Our team of professionals combine for more than 80 years of investment experience and we leverage our combined skills to seek best outcomes for our clients. We offer services to Sub-Advisory Relationships, Captive Insurance Programs, Municipalities and Socially Responsible Investors. Our mission is to provide investment solutions that offer diversification and increase returns to our clients. We seek to price our services at a fair level that will allow both parties to thrive and enjoy the relationship. We will provide excellent client servicing by listening to our clients, understanding their needs, and providing smart solutions to their challenges. We employ talented, happy, outgoing individuals and will measure our success by our clients’ successes. We will adhere to the highest ethical standards as set forth by the CFA Institute’s Asset Manager Code of Professional Conduct. We treat our clients and ourselves with the greatest of respect and set our clients’ needs before our own. We encourage open communication and constructive debate. Excellence is our goal in everything we do.

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.

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.

J2 Capitol Management specializes in in-house custom financial planning, tax, estate and investment management. J2 helps you plan, build wealth, and manage risk through a team of in-house fiduciary professionals serving Troy, MI and Cape Coral, FL. By keeping all of the expertise in-house, we create a unique advantage for our clients. We have a higher level of visibility into all of your asset needs and can provide better service than if multiple professionals worked on the individual planning components. Farming out these services increases overall costs and limits the advisor’s visibility and insight into the whole picture. J2 was founded to help clients navigate uncertain markets, reduce risk and plan for a sound future. We will listen carefully, and use our deep understanding of today's economic issues to offer comprehensive investment advice specifically tailored to each client. To learn more, please visit https://j2cm.com/ -- J2 Capital Management is an SEC Registered Investment Advisor.

Social media and website administration, client campaign manager, marketing and special projects.

Since 2004, Cranbrook Wealth Management has brought a lifetime perspective to our client’s complex financial situations as their trusted, independent, fee only, fiduciary investment advisory firm. With more than $676 million in client assets under management as of 12-31-22, the team of professionals at Cranbrook Wealth execute with discipline and competency, building client relationships through expertise, trust, and empathy. From portfolio management and investment guidance to strategic wealth planning across a variety of disciplines, let us be your Advisors for Life. **This page is a publication of Cranbrook Wealth Management, LLC. The firm is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered/notice filed or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as personalized financial advice. Legal and tax advice is general in nature. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Cranbrook Wealth Management, LLC is not engaged in the practice of law.

Ibis is a family office providing financial services, investment selection and oversight, income and estate tax planning, insurance, and other support services. Ibis invests in both public and private equity markets as well as real estate.

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

QOLity Financial is a financial planning firm dedicated to providing its clients with a comprehensive planning experience- retirement, cash flow, insurance and estate plan funding. We "plan for more"​. Investment products are offered through LPL Financial, member FINRA/SIPC. LPL provides technology, brokerage, and invested advisory services to over 12,000 financial advisors through the United States.