“Working With People You Trust”
People of high net-worth have always received the benefits of holistic planning. They’ve always brought all of their advisors together to create one collaborative plan because they know that’s the only way you can truly get the best advice and make the best decisions, is if the insurance, the tax, the legal and the financial components are all coordinated together. But the middle class never had this level of service. So we decided to start providing the same concierge level of service that was previously only reserved for the ultra-wealthy. We’ve built a model that serves the middle class and middle-class millionaires by collaborating and connecting the insurance, the financial, the tax and legacy planning together for each and every client.
Since 1987, the Wink family has been assisting individual and corporate clients in finding solutions to their retirement and financial planning needs. While we have the resources of a large investment company, we are a family business and always want our clients to feel at home! Our financial consultants take great pride in what they do and fully appreciate the process of helping our clients pursue and maintain financial security.
Get in Touch
Call us toll free at (866) 508-5175 or click the button below to set up a free consultation. We’ll be happy to answer your questions!
We are located at:
43409 Schoenherr Road
Sterling Heights, MI 48313
For more info, CLICK HERE
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Securities services offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). Member FINRA/SIPC. Investment advisory services are offered through Summit Financial Consulting, LLC, a MI registered investment advisor. Gradient Securities, LLC and its representatives do not render tax, legal, or accounting advice. Insurance products and services are offered through Summit Financial Consulting, LLC. Summit Financial Consulting, LLC is not affiliated with Gradient Securities, LLC.