About Us |
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Yvette Marek | Legacy Planner
Yvette Marek is a passionate financial advisor dedicated to empowering clients with the knowledge and resources to secure their futures. Her journey into the industry began unexpectedly when a friend's “training” session revealed unsettling gaps in her own financial planning and that of her parents.
This eye-opening experience ignited Yvette’s commitment to helping others navigate their retirement plans with confidence. Armed with vast knowledge and an extensive network, she strives to ensure everyone can achieve their ideal retirement without the stress of financial uncertainty. Outside of her professional life, Yvette is a vinyl record collector, a proud aunt to five wonderful boys, and a devoted partner to her incredible partner. As the daughter of a hardworking father, and a mother who migrated from the Philippines, Yvette embodies the values of dedication and perseverance, which she brings to both her personal and professional endeavors. |
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Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
We Love To Meet New People!
Contact Us
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MAIN OFFICE
Serving the Greater Metro Detroit Area Licensed in: MI, OH, IN, PA, MD, ME, NJ, DC, WV, VA, NC, SC, TN, TX and FL |
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EMAIL
[email protected] |
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CALL US
(248) 222-5245 |
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