Jeffrey C. Furest Email & Phone Number

Mount Clemens, Mi, Us

Mclaren Macomb Hospital, Mount Clemens Mi

Supporting McLaren Macomb Foundation in its operations and community outreach, including capital funds raising for operations, specifically the McLaren Mobile Outreach Clinic, a state of the art mobile medical and dental hospital for disadvantaged citizens that do not have medical insurance.

Greater Detroit Area

I coach investors to make prudent decisions about their money and investments. We employ proven academic investment management techniques (Modern Portfolio Theory) to achieve long term results, and in doing so, we help investors avoid destructive behavior, such as selling out at the bottom of the market and then buying back in at the top - its the other way around to be successful long term.

Greater Detroit Area

In the coaching and analysis process for an investors portfolio, we dig very deep into the problems that cause poor results: high turn over, high trade costs, poor or total lack of diversification, inconsistent or no investment policy at all. The training and experience I have helps to identify these and other problems and make permanent corrections to achieve positive results over time.

Greater Detroit Area

Part of our business is specialty insurance planning: buy-sell, key man, executive deferred compensation, and becoming an LUTCF early in my career helped me achieve a comprehensive understanding of these applications, and its a favorite part of what I do. I get a lot of satisfaction helping fellow business owners achieve their goals, from retirement to business transition to the next generation.As a Principal of our advisory firm YFC, I oversee our twelve advisors in five states with… Show more Part of our business is specialty insurance planning: buy-sell, key man, executive deferred compensation, and becoming an LUTCF early in my career helped me achieve a comprehensive understanding of these applications, and its a favorite part of what I do. I get a lot of satisfaction helping fellow business owners achieve their goals, from retirement to business transition to the next generation.As a Principal of our advisory firm YFC, I oversee our twelve advisors in five states with over 1900 household clients all over the country. Our business model is well tuned to provide direct "high touch" financial coaching and services through the use of technology and social media. The greatest thing we did that maintains high efficiency and expedient service was the implementation of a "paperless office". ANYONE in business should do it! Show less

Concord, Nh

General Agent, specialty life insurance planning.

Mount Clemens, Mi 48043

During my tenure in "the chairs" on the Board in 2009, I led our Club through a comprehensive strategic planning process that helped redefine our Club in several areas: growth, retention, branding through social media, and fundraising. In my second run as President, our club focus is re-branding and membership growth, and focused fundraising for community organizations, especially for education. At our 100 year Gala in August of 2021, I led the effort in raising a net $180,000 for our… Show more During my tenure in "the chairs" on the Board in 2009, I led our Club through a comprehensive strategic planning process that helped redefine our Club in several areas: growth, retention, branding through social media, and fundraising. In my second run as President, our club focus is re-branding and membership growth, and focused fundraising for community organizations, especially for education. At our 100 year Gala in August of 2021, I led the effort in raising a net $180,000 for our community charities.Fundraising, in particular, centered on properly structuring our Club's foundation in which we provide financial assistance to local and international charities. This included properly designed Investment Policy Statements, Operational Statements, and a prudently structured investment program by applying Modern Portfolio Theory, centering on risk management with a goal of achieving long term market returns. Show less

Selfridge Air National Guard Base, Harrison Twp, Mi

I am a member of the Selfridge Air National Guard Base Community Council, and past Chairman of the Membership Committee, assigned the responsibility of working with fellow Committee members in the retention and growth of Base Council membership.The Base Community Council is comprised of Macomb County MI's select business men and women and municipal leaders all working together to support the Base for defending our country and our freedom. The Council provides financial assistance for… Show more I am a member of the Selfridge Air National Guard Base Community Council, and past Chairman of the Membership Committee, assigned the responsibility of working with fellow Committee members in the retention and growth of Base Council membership.The Base Community Council is comprised of Macomb County MI's select business men and women and municipal leaders all working together to support the Base for defending our country and our freedom. The Council provides financial assistance for scholarships and educational programs for the Base's servicemen and their families. The Council is also the largest voice for economic-political decisions that affect the Base, working with our elected officials to continue to operate the base to defend our country, and preserve the estimated $1 billion economic impact it has on our local economy.Selfridge is an historic site, one of the oldest air national guard bases in the country, and it is the only defense base that houses all five branches of the military. Show less

While on the Board of Directors at the time, I led the strategic planning initiative for the YMCA to develop better branding and outreach in our local community, as well as define goals and measure internal growth of the Y's membership.

To my LinkedIn friends - LinkedIn provides a great opportunity to highlight the expertise of others through the "endorsement" process, one that many members benefit from due to their known experience with another member or by observation of a members business conduct. However, securities regulations issued by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) view such endorsements as "testimonials" which are prohibited by the SEC and… Show more To my LinkedIn friends - LinkedIn provides a great opportunity to highlight the expertise of others through the "endorsement" process, one that many members benefit from due to their known experience with another member or by observation of a members business conduct. However, securities regulations issued by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) view such endorsements as "testimonials" which are prohibited by the SEC and FINRA. As a FINRA Registered Investment Advisor, while I will continue to endorse you for your related expertise and working relationship with me, I cannot accept or post your endorsements of me on my profile page. I would ask that if there is an endorsement that you wish to make for me, please take the extra time to send an email or an In Mail to your friends recommending my services and expertise that are listed below in my Skills & Expertise profile. Thank you for the opportunity to work with you! Show less

Cfp, Finance And Financial Planning

Aif, Fiduciary Studies And Investment Advisement

Rfc, Financial Planning

Lutcf, Insurance

Associate, Marketing