Dennis focuses on wealth management for retirees and pre-retirees nearing retirement. He is knowledgeable in helping clients invest for income in their portfolio with an overriding emphasis on risk management. He advises client on IRA strategies to help maximize distributions and avoid the pitfalls and mistakes made by many retirees. Over more than 32 years, Dennis has assisted over a thousand clients to help plan to achieve their investment and income goals.
Dennis is a Certified Financial Planner™ and Certified Fund Specialist. Along with his financial planning practice, Dennis has instructed retirement planning courses in school systems, corporations, and community education programs.
Dennis is the Registered Securities Principal and founder of Plan 4 Financial Design. He began Plan 4 Financial Design in 1994. Since then, Plan 4 Financial Design has become a community leader in quality financial planning education and advice.
Dennis currently holds the FINRA Series 6, 7, 24, 26 and 63 licenses. He is also licensed and qualified in Accident and Health, Life insurance and Variable Annuities through the state of Michigan.
Dennis resides in Portage, MI with his wife Terri. Terri and Dennis have two adult daughters and four grandchildren.