Financial Planning Services - Invest with Confidence
Helping you achieve your financial goals and plan a bright future with a solid investment strategy and effective retirement planning!
About Us
Planning Futures
Since 1984, I have been dedicated to helping individuals create effective programs and portfolios that align with their long-term financial goals. If you have questions about investment strategy, retirement planning, or other financial matters, I can help!
A Proven Approach
I start by clarifying my no cost fee structure and explaining the different ways I can help you achieve your financial goals. Then we analyze your goals and compare them to your current retirement portfolio. After this assessment, I recommend an investment strategy designed to align with your risk tolerance, ensuring stock market performance while providing zero risk of loss of principal when held to maturity.
Why William Guerre ?
Our team is comprised of individuals with diverse finance experience, but we all share a common commitment to ethics and integrity. We’re all fully licensed and credentialed, ensuring that you receive unbiased recommendations tailored to your financial goals. You can rely on our impartial guidance as you develop an effective investment strategy or navigate your retirement planning.
My background and qualifications
I am a graduate of Northern Michigan University with a B.A. from the School of Business. In 1990, I formed W D Guerre & Associates, focusing on helping clients achieve their financial goals through tailored investment strategies. I am licensed for Life, Health, Annuities, Long-term Care, and Medicare Plans. Additionally, I attained CLU and ChFC degrees from The American College in 1984, which further enhances my expertise in retirement planning.