What should be “the most wonderful time of the year” can often be the most stressful time of the year. In any year, the holidays can be an extra financial burden, but with all that 2022 has thrown at us in terms of inflation rates, supply chain issues, and stock market volatility, it’s understandable if you’re experiencing more stress than excitement. It’s more important than ever to find an advisor you can trust and work with to help preserve your finances and plan for a bright future.
We at Center for Wealth Management understand that this can feel like an intimidating process (at an already chaotic time of year). Trusting someone with your hard-earned money is not a decision you should take lightly. Knowing this, we are honored to have the opportunity to serve more and more families and individuals who are ready to take the next step in their financial life.
Do You Know Someone We Could Help?
No one wants to spend the holidays stressing about their finances. So we wanted to take this moment 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 and get to know new clients who may benefit from the services we provide.
So, if you know someone who may benefit from our caring and knowledgeable guidance as they pursue their financial goals, or someone who needs an accountability partner to help them stay on track, we are happy to provide them with a complimentary financial consultation.
We believe that 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 the best gift you can give your family and friends this holiday season is encouragement to take the first step toward a healthy financial future.
If you’re a client with our firm and you’ve enjoyed working with us, we hope you’ll refer a friend, colleague, or family member who may benefit from our services. For a no-obligation consultation, please share this article with them or have them contact us at (248) 220-4321 or firstname.lastname@example.org.
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.