Founded in 2007, Secure Asset Management, L.L.C., is an independent, privately-owned, SEC Registered Investment Advisor, providing professional wealth management services. We understand navigating today’s complicated world of investments and products which can be confusing and challenging.
At Axos Advisor Services our focus is solely on RIAs. As a hybrid custodian and financial services company, our powerful, integrated custodial and banking solutions enable RIAs to offer a wider range of services to their clients. And advisors have access to our intuitive Liberty Platform, designed and built specifically for RIAs. Axos Advisor services is offered by Axos Clearing LLC, a licensed broker-dealer.
Helping clients face and embrace change. We deliver technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, we work with corporations, financial institutions and professionals, and ultra-high-net-worth families to solve problems, manage change, and help protect assets.
Wellesley Asset Management (Wellesley, MA) is a boutique investment manager that specializes in convertible bonds. The firm strives to limit risk, protect principal, and provide exceptional client service. Wellesley serves institutional clients including financial professionals, RIAs, banks, family offices and pensions. The firm’s investment objective is to 1) minimize downside risk and 2) maximize capital appreciation over full market cycles (bull and bear market).
Edelman Financial Engines provides personalized financial plans based on your unique needs. Moving financial lives forward after 1987
Nationwide began in 1937 to offer pioneering products in the variable annuity industry. Nationwide investment products are rich in opportunities, low cost, yet high in real value.
Dunham & Associates works with financial advisors to create and deliver highly-disciplined wealth management solutions combined with access to some of the industry’s top tier institutional money managers whose expertise is typically not available to the public through other retail mutual fund platforms.
Founded in 1982, Orion Financial Corp. (Orion) has successfully invested in excess of 30 operating companies. Orion acts as a principal by directly investing its funds in companies to support management in acquisitions, growth, and recapitalization
Retirement Management Systems Inc. was established to help individuals manage 401(k) and other defined contribution assets offered by their employers. This service enables Premier Estate Planners to provide more holistic advice for your entire financial picture.
Rietsch, Souriall & Associates is a full-service tax and accounting firm catering to the needs of businesses and individuals in Michigan, and all around the country. It’s our goal to empower our clients with the information and skills needed to manage their business and financial affairs with confidence.
Premier Estate Planners has been a member of the Better Business Bureau since June 1991. This means it supports the Bureau’s services to the public and meets their standards. Based on BBB files, this Premier Esate Planners has a satisfactory record with the Bureau.
The Chamber of Commerce is an organization of people who know the wisdom of coordinating their efforts under effective leadership for advancement and development of the community and area. It enables members to accomplish collectively what none would or could do individually. Our mission is “With the understanding that a healthy business climate ensures a prosperous community, the Central Macomb County Chamber of Commerce will focus its resources on programs which increase sales and lower the operating costs of member businesses”. Quality of life in our community is of primary importance. Whatever the scope of involvement or type of activity, remember “Things just don’t happen”. As a matter of fact, progress is made through the efforts of many people working together through an avenue known as…Chamber of Commerce.
The National Institute of Certified Estate Planning (NICEP) is a not for profit 501c (3) supporting organization for the purpose of educating professionals in matters of Estate Planning. The NICEP provides sufficient educational courses to certify those professionals that successfully completes the course with the designation of Certified Estate Planner (CEP). The Certified Estate Planner™ designation is nationally recognized as a standard for estate planning excellence. Providing educational courses on estate planning that can increase your productivity and expertise, NICEP has courses for everyone from the general public to insurance agents, certified public accountants, and attorneys. NICEP only conveys the CEP designation to those that have successfully completed the CEP coursework, meet the CE requirements, and abide by the CEP Code of Ethics.
Rotary is an organization of business and professional leaders united worldwide who provide humanitarian service, encourage high ethical standards in all vocations, and help build goodwill and peace in the world. In 166 countries worldwide, approximately 1.2 million Rotarians belong to more than 30,000 Rotary clubs. The Mount Clemens Rotary is a way for us to help give back the community.
Premier Estate Planners, LLC is registered with the SEC and is required to establish and maintain policies and procedures reasonably designed to prevent violations of the Investment Advisors Act of 1940 (Advisers Act) and rules and regulations related to that act as well as to detect and correct violations that occur. Rule 206(4)-7 requires advisers to annually review the operation of their policies and procedures to ensure their compliance obligations are met.
The Registered Financial Consultant (RFC) is a professional designation awarded by the International Association of Registered Financial Consultants to those financial advisors who meet the high standards of education, experience, and integrity that are required of all its members. The IARFC was originally established in 1984. The IAFRC is a non-profit professional credentialing organization of proven financial professionals formed to foster public confidence in the financial planning profession for those members who are truly committed to ethical standards and continuous professional education. To become a RFC each applicant must complete a comprehensive examination covering a wide range of subject matter. Each year the RFC must complete a minimum of 40 hours of professional continuing education. This may include college courses and other credentialed educational courses. It is the only professional organization that requires all of its members to meet and document seven stringent requirements of education, experience, integrity, licensing, ethics, and a significant amount of continuing professional education.
Premier Estate Planners, LLC is registered with the SEC and is required to establish and maintain policies and procedures reasonably designed to prevent violations of the Investment Advisors Act of 1940 (Advisers Act) and rules and regulations related to that act as well as to detect and correct violations that occur. Rule 206(4)-7 requires advisers to annually review the operation of their policies and procedures to ensure their compliance obligations are met.
Secure Asset Management LLC recommends TD Ameritrade Institutional, a division of TD Ameritrade, Inc. Member FINRA/SIPC (“TD Ameritrade”). TD Ameritrade is an independent and unaffiliated SEC-Registered broker-dealer. SAM also recommends Axos Clearing, LLC (CRD# 117176), Charles Schwab & Co., Inc. Advisor Services, and Fidelity Brokerage Services LLC (CRD# 7784).
The Base Community Council promotes the continuance and advancement of the relationship between the civilian population of Macomb County and the personnel at Selfridge Air National Guard Base. The organization aids the general welfare and prosperity of the military-civilian complex within the county; the stimulation of public sentiment to these ends, and the sponsorship of such social functions as will promote these purposes. The Base Community Council came into existence in the 1940’s with meetings among the supervisors of Harrison, Clinton, and Chesterfield townships, the mayor and city manager of Mount Clemens, and Selfridge personnel. In 1977, the Base Community Council became involved with the Selfridge Air National Guard Base Open House / Air Show and has assisted at every base air show since. Since 1983, The Community Council has been a contributor to other needs such as Operation Desert Storm, the Vietnam Veterans Moving Wall, and the Michigan Air Guard Historical Association.
