Services
The services that we provide include the following:
- Comprehensive financial planning.
- Estate planning.
- Business planning, including buy-sell agreements, business succession planning, and retirement.
- Insurance – life disability, long-term care, Medicare supplements (Medicare policies), and annuities.
- Investment management – we represent clients both as a registered
representative and as a registered investment advisory representative
depending on what fits our clients' needs the best. As independent
advisors, we are always seeking the best and least expensive long-term
investment options for our clients.
- Insurance that we refer to specialists via strategic alliances, including individual / family health insurance, employee benefits insurance, individual property / casualty / liability, and business property / casualty / liability.
The Ideal Client
Clients come in all shapes and sizes. Our approach is very simple: we are looking for clients who are open to establishing a long-term relationship with us as their financial planner and investment advisor. While we understand that "all love is conditional," we want to enter into a new relationship with a client, knowing that the person will be a long-term client if we do our part. Those are the people we represent now, and those are the people we want to work with in the future. If you are interested in spending an hour with us, then we are interested in investing several hours with you to see if we can work together. We are so confident that you will like what you see that there is no charge for the initial consultation.
| Michael J. Hainer 24255 West Thirteen Mile Road, Suite 270 Franklin, Michigan 48025 (888) 231-1894 Cell: (248) 877-8128 mhainer@hbfinancialgroup.net |
Doug Burgdorf 24255 West Thirteen Mile Road, Suite 270 Franklin, Michigan 48025 (888) 231-1894 Cell: (248) 342-7017 dburgdorf@hbfinancialgroup.net |
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