Do Your Friends and Family Need Financial Guidance? We’re Here to Help.

Do Your Friends and Family Need Financial Guidance? We’re Here to Help.

May 16, 2022

By Justin Williamson, CFP® and Robert Moore, CFP®, ChFC®

The increasing instability and unprecedented events we’ve experienced the last couple years have significantly impacted our economy, leading to an understandable growing uncertainty about the future. That’s why having a solid financial plan is more important than ever. 

As our client, you understand this, and with a financial plan already in place, you no longer need to lose sleep over scary headlines about inflation or supply chain issues. While life can still be unpredictable, working with a trusted financial advisor to strategize a plan for your future helps to ensure your finances are in the best shape to reduce the impact of global events. Could someone you know benefit from a partnership like this?

A Solid Support System

Maybe you haven’t been greatly impacted by the events of the past couple of years, at least not financially. That’s great! Many people have found new opportunities and even prospered through these challenging times. But even if you’re doing well and feel that your finances are stable, it’s still important to work with an advisor you can trust who will be part of a solid support system as you navigate your financial plan. Our job at Center for Wealth Management is to help you live life to the fullest by assisting you in making wise decisions about your financial plan. When life changes happen or you just have financial questions, you can always count on us. Do your friends, family, and coworkers have this same kind of support system?

A Trusted Professional 

That’s why we’d like to remind you that we’re here—not just for you, but also for your friends and family. We place the utmost value on our clients, and we greatly appreciate the opportunity to serve the important people in their lives as well. We gladly welcome the chance to connect with and get to know new clients who may need the services we provide. 

We believe the best way to accomplish your goals is to partner with a trusted professional who can create a financial plan tailored to your unique needs and provide goal-oriented advice to help you live your best life.

We’re Here to Help

Rest assured that our team can help you and those in your circle thrive in times of uncertainty. We enjoy working with clients like you and are looking to help even more people. Do you know someone who may benefit from customized advice and solutions that are in their best interest and guidance that goes above and beyond their expectations? Or someone who needs an accountability partner to help them stay on track as they pursue their financial goals? 

Schedule a free introductory meeting online or call (248) 220-4321 with your referral or have them contact us directly. We’d be happy to get them started with a no-obligation conversation about their financial goals. 

About Justin

Justin Williamson is a senior partner and co-owner of Center for Wealth Management, an independent, fee-based wealth management company in Troy, Michigan. Justin has been serving clients in the financial services industry since 2001. He spends his days helping his clients achieve their financial goals and make the best decisions for their families so they can spend time on what they love and experience financial peace of mind. Justin is known for his dedication, integrity, personal touch, and ability to simplify complex issues. Justin specializes in serving engineers and other professionals who are close to retirement or recently retired and helping them maximize their benefits and create a retirement plan they can rely on. He is a seasoned public speaker and presents at numerous corporate events each year on retirement planning, Medicare, Social Security, and other financial topics. Justin has a bachelor’s degree in Business Administration majoring in Personal Financial Planning from Central Michigan University and is a CERTIFIED FINANCIAL PLANNER™ practitioner. 

Outside of work, Justin enjoys spending time with his family. He lost his wife of 18 years, Heather, to brain cancer in 2020. He and his son, Carter, and twin daughters, Jaden and Kelsey, work to honor her and make her proud each day. Outside of work, you can usually find him coaching baseball, softball, and basketball, and spending time at their family cabin at Higgins Lake. Learn more about Justin by connecting with him on LinkedIn.

About Rob

Robert Moore is senior partner, financial planner, investment advisor, and co-owner of Center for Wealth Management, an independent, fee-based wealth management company based in Troy, MI. With more than 15 years of experience, Rob provides customized advice and solutions that are in the clients’ best interest. He strives to always go above and beyond his clients’ expectations, helping them retire with more security than they had before, and invest their time and energy in what’s most important to them. Rob specializes in working with DTE Energy employees, helping them maximize their benefits so they can reduce taxes, prepare for retirement, and protect their families through a comprehensive planning process. Rob graduated from Michigan State University and holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® (ChFC®) certifications.

Rob is known as a diehard family man who enjoys spending time with his beautiful wife, Jill, his daughter, Brookelyn, and his son, Brayden. When he’s not working, you can find him playing basketball once a week, squeezing in a round of golf, and watching college football and basketball with friends and family. He is passionate about enriching the lives of others through his church involvement and service at a community addiction program. Learn more about Rob by connecting with him on LinkedIn.