Gregory J. Spinazze ChFC, CLU

CONNECT

Address:

32000 Northwestern Highway
Suite 200
Farmington Hills, MI 48334

Phone:

248-855-0440

Investment Tools

Personal Wealth Strategies

Financial, Retirement and Estate Planning

Investments Planning & Monitoring

Portfolio to Include:

  • Stocks – Bonds – Mutual Funds
  • Professionally Managed Portfolios
  • Annuities – Fixed & Variable
  • CD’s – Treasuries
  • Tax Strategies
  • Fee & Non Fee Based Accounts

 

Comprehensive Plans & Funding For:

  • Retirement
  • Emergency Reserve Funding
  • Education

 

Survivor Benefits

  • Income Protection
  • Estate Planning Strategies

 

Pre-Retirement Concerns

  • Income Projections
  • Cash Flow Projections
  • Guaranteed Benefits

 

Retirement Cash Flow

  • Income Sources
  • Investing During Retirement

 

Estate Planning Strategies

  • Estate Tax Calculations
  • Distribution & Transfer Planning
  • Gifting & Funding Plans
  • Charitable Bequests

 

Business Services

Coordination of Employer Concerns and Objectives with Employee Benefits

 

Employee Benefit Plans

Health Care

  • Short & Long Term Disability
  • Employee Life Insurance
  • Long Term Care

 

Retirement Plans

Comprehensive Plan Design & Implementation

  • 401(k) Plans
  • Profit Sharing
  • SEP
  • IRA – Traditional, SIMPLE, Roth

 

Other Benefit Considerations

Voluntary Insurance Coverage

  • Life
  • Disability Income
  • Long Term Care

 

Executive Benefits

  • Salary Continuation
  • Deferred Compensation
  • Key Employee Plan

 

Business Planning

Buy – Sell Agreements

  • Design & Implementation
  • Cross Purchase
  • Entity Purchase
  • Funding Options

 

Business Succession

  • Planning for the Next Generation
  • Coordination with Estate Planning Strategies
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck