It can be hard enough to manage your finances when your circumstances are relatively simple, let alone when you have extra decisions due to your career. When you need help, how do you know who to turn to? Who can you rely on to understand your life and guide you through complicated opportunities?
That’s what I’m here for, to use my specialized experience and knowledge to help you navigate your financial situation and build a secure financial future. I have made it my mission to provide financial planning services and guidance tailored to your dreams, worries, goals, and needs.
Who I Serve
While I serve a range of clients, I have customized my services to DTE Energy employees and their families. The reason is this: DTE Energy provides an incredible benefits package to its employees. But in order for you to maximize these benefits so you can help ensure your future is secure, you need to know the ins and outs of how each option and decision impacts your finances. I am intimately familiar with the DTE plan and am passionate about helping employees prepare for retirement by walking them through pension elections, 401(k) decisions, healthcare options, integrating employee benefits and personal savings, and more. It’s about more than just picking a random percentage to contribute each month; it’s about making the most of the resources available to you so you can retire with confidence and work towards reaching your goals more quickly.
What I Offer
Through a relationship-based approach, I provide my clients with a process that not only simplifies the complexities of their financial life but also focuses on managing their wealth in a systematic way for the long term. We’ll comb through every area of your finances, help you define your goals and dreams, and work together to determine the best solution for your pension, investments, present and future tax concerns, employee benefits, and estate plan. The end result? More time to focus on what you love and a sense of relief you can’t put a price on.
The Real Difference
There’s no lack of financial advisors out there. But what sets me apart from the rest is the experience I’ve had working with hundreds of DTE employees and my knowledge of their working and retirement benefits. I use this knowledge to develop a plan to best utilize your benefits to reduce taxes, prepare for retirement, and protect your family. Instead of trying to be your own financial planner, worrying about something slipping through the cracks or innocent mistakes, you can rest assured that someone you trust is carrying your financial burden and watching out for your future like it’s their own.
How Can I Help You?
If you want to get to the reward you deserve after working your whole life, I’d love to help you create a retirement plan that makes sense and leaves you with the confidence you have only dreamed about. Call (248) 220-4321 or email firstname.lastname@example.org to see what a difference a comprehensive plan solution to retirement can make.
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® certification and Chartered Financial Consultant® (ChFC®) designation.
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.