Sean McDonnell

About Sean McDonnell

I know the keys to financial success and am looking for those willing to work together to…

Experience

1. Vice President, Financial Adviser

   Advance Capital Management, Inc

   Apr 2011 — Present · Southfield, MI, US

   I am a financial adviser and planner at Advance Capital, one of Michigan\'s largest investment advisory firms. More specifically, I manage income and assets for individuals in retirement and in their working years. I help people understand and manage their retirement income and overall financial picture including investment management, saving, tax and estate planning and more. I don\'t sell insurance or annuities and am not on quotas, so I don\'t pressure anyone into a product. I am a Fiduciary - I can truly provide advice in my clients\' best interest. One focus is educating clients and the public about their finances. This includes money and investments already set aside, future savings, employee benefits, and meeting financial goals. I analyze 401ks, IRAs, 403bs and investment portfolio, and provide advice as to how to better meet goals. I can also put together a comprehensive financial plan that provides an understanding of what retirement will look like.I am a CERTIFIED FINANCIAL PLANNER™ (CFP).If you have any financial questions or concerns, please contact me at (80••••••83 or s••••••••@acadviser.com.Investment advisory services are provided by Advance Capital Management, Inc.

Skills

• Finance
• Bonds
• Iras
• Registered Investment Advisor
• Retirement Savings
• Series 63
• Tax
• Financial Planning
• Income Tax
• Financial Services
• Retirement Planning
• Broker-Dealer
• Series 6
• Securities
• Traditional Ira
• Retirement
• 401k
• Asset Allocation
• Investment Advisory
• Estate Planning
• Series 65
• Rollovers
• Roth Ira
• Investments
• Mutual Funds
• Stocks