Selling Your Financial Practice?(248)997-4482/www.RobTomaszewski.comCERTIFIED FINANCIAL PLANNER™As an independent board CERTIFIED FINANCIAL PLANNER™ professional, Financial Advisor, my primary goal is to help clients achieve their financial goals by developing a personalized financial plan tailored to their own specific needs, goals and risk tolerance.Prior to retirement, the focus is to develop an adequate savings and investment plan to meet the clients desired long-term goals. Then once in retirement, I help my clients establish and maintain a plan with the aim of providing them the income they need while satisfying their ancillary goals.The customer focused process:- Defining the clients current situation- Identifying the clients goals- Developing an attainable financial plan- Implementation- Review against goals and make adjustments as neededSpecialties: Serving individual clients with $250,000 to $10,000,000 plus of investable assets with Financial, Retirement, Estate, and Insurance needs planning.* On-line Meetings: For clients who are unable to meet in person or reside outside of Michigan but in states where I am licensed and registered, I offer live on-line periodic reviews and consulting. I strive to make it easy for you to keep up to speed and current with your financial goals. Please contact me for more information.Also specializing in large corporate defined contribution 401(k) and pension plans. ********** Attention Financial Advisors - SELLING YOUR PRACTICE?************ If you are a successful financial advisor here in Michigan or Florida nearing retirement and looking for a suitable business succession partner or looking to sell your practice, please call me and we can discuss some mutually beneficial opportunities…(248) 997-4482.For important disclosure information, please see the “Social Media Disclosure” link in the “ContactInfo” section.
