Jim Hern
Vice President at Michigan Financial Companies
- Role
- Vice President at Michigan Financial Companies
- Location
- Troy, MI, US
- LinkedIn followers
- 500 followers
About Jim Hern
At Michigan Financial Companies, we provide proven resources, systems and world-class support.Michigan Financial Companies has been named one of Michigan\'s Top Workplaces by the Detroit Free Press for 7 straight years and one of Metro Detroit\'s 101 Best and Brightest Companies to Work For for the past 5 years.Advisors work with me and our firm because of our reputation for integrity and commitment to helping you overcome your business challenges and accelerate the growth of your business and income. We can provide your business with a Unique and Unfair Advantage to take you to the next level.Our Central Values- We build strong relationships based on high integrity and mutual respect- Our product is a complete financial analysis- We focus on what is best for our clients.If you are ready to take your practice to the next level, please feel free to contact me!Branch Phone:(24••••••00Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Experience
Vice President
Jan 2015 — Present · Detroit, MI, US
My team of advisors\' purpose is to build a lasting relationship with each and every one of our clients, and to assist them in finding the right financial solutions, targeted towards helping them optimize their financial success. We treat every client with the utmost integrity, authenticity, respect and professionalism. I provide my clients with a comprehensive financial analysis to address every aspect of their financial future; preparing for retirement and beyond. My services include- Income planning for retirement- Tax reduction strategies- Investment analysis- Education funding strategies- Charitable giving strategies- Qualified plan services- Estate conservation planning- Business & Tax Planning- Business Continuation Strategies
Education
Michigan State University
BA
1984 — 1988
Wayne State University
MBA
1992 — 1994
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