We have over 30 years of experience designing, developing, and managing custom life insurance plans. Detroit Financials unique approach goes well beyond the “one size fits all” industry tradition. Our strategists are constantly watching the industry to find the best possible solutions and opportunities.
Business Succession Planning
Your business is as much a part of you as you are a part of it. Detroit Financial is here to help you leave a lasting legacy and ensure your business continues and grows into the future with your vision. Setting up a solid structure for a seamless transition eliminates risk and our expertise can advise you on the many facets of business secession planning.
Retirement / Future Planning
We are all living longer, and planning for a longer retirement is crucial. With uncertainty over taxes and investments, retirement planning can be tricky. Our Team has the knowledge and tools to help you take the steps to create a stronger, lasting financial future.
Life Insurance Portfolio Management
Detroit Financial assists with the management, and service of large (trust-owned) life insurance portfolios. We review our clients’ positions from both a structural and economic perspective. Like the stock market, the life insurance market is constantly changing providing new opportunities for our clients. Our due diligence allows our clients to take advantage of the latest and greatest offerings and continue to enhance their portfolio.
Detroit Financial develops custom executive benefit plans that address the retirement savings gaps that most of today’s higher-earners face. Detroit Financials no one size fits all approach ensures success through custom tailored plans. As a strategic partner, we know what to look for when it comes to the financial health of our clients at every level of their business – 401k’s, Defined Benefit, 412e and Key Man policies are just a handful of areas where we know how to create financial security for business, employees and for executives.