About Us
Planning Futures
Since 1984, I have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? I can help !
A Proven Approach
I start by clarifying my no cost fee structure and explaining the different ways I can help. Then we analyze your goals and compare them to your current retirement portfolio. Then I recommend an investment strategy designed to meet your risk tolerance with stock market performance and zero risk of loss of principal when held to maturity.
Why William Guerre ?
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
My background and qualifications
Graduate of Northern Michigan University B.A. School of Business.
Formed W D Guerre & Associates 1990.
Licensed for Life, Health ,Annuities Long-term Care and Medicare Plans.
Attained CLU, and ChFC degrees from The American College in 1984