Wealth is the ability to fully experience life
Henry David Thureau
ABOUT DDR WEALTH ADVISORS
Working towards financial security in an uncertain economic environment, often requires consistent oversight and monitoring by an integrated team of professionals who are able to provide timely insight and execution against an agrees upon financial strategy. As a single-source financial advocate, DDR Wealth Advisors works collaboratively with all of our client's advisors to design an integrated solution that helps empower all present and future financial decision making.
Business Planning
If you're a business owner or executive, you know the determination and passion it takes to be successful
If you’re a business owner or executive, you know the determination and passion it takes to be successful. Building an enterprise and guiding it through the ups and downs of today’s business climate is a heroic undertaking. Passing it to the next generation can be even more difficult. DDR Wealth Advisors can help you along the way.
Business Succession Strategies
Buy-Sell Strategies and Funding
Key Person Insurance
Attraction and Retention Planning
Retirement Planning
Let DDR Wealth Advisors help identify your retirement goals and implement a plan to get you there
Nearing retirement or looking to enhance the benefits you offer your employees? Let DDR Wealth Advisors help identify your retirement goals and implement a plan to get you there
Pension, Profit Sharing*
401(k) and 403(b) Plans*
IRA, SEP and SIMPLE IRA's*
Personalized Financial Plans
Key Person and Executive Compensation Planning
We are keenly aware of how difficult it is to attract and retain key personnel
Deferred Compensation Plans
Executive Bonus Plans
Split-Dollar Plans
Executive Group Life Insurance
Guaranteed Issue Disability Income Insurance
The competition for superior technical, managerial, and executive talent is so fierce that businesses are constantly faced with finding new ways to make executive compensation packages more attractive. However, restrictive economic and regulatory factors make it difficult to reward key contributors using traditional compensation and benefit strategies in a cost effective manner. That’s why, for many business owners, designing an effective executive compensation plan requires guidance from experienced professionals.
Wealth Management
Designed exclusively for the wealthy individuals and families, our wealth management practice specializes in providing in-depth resources and advice for our clients benefit
Designed exclusively for the wealthy individuals and families, our wealth management practice specializes in providing in-depth resources and advice for our clients benefit. By drawing upon our own experiences and some of the finest wealth management firms in the industry, we create focused strategies for every client. Our wealth management services include access to:
Separately Managed Accounts
Banking and Lending Services
Wealth Protection and
Transfer Strategies
Charitable Planning
Asset Specific Analysis and Planning
Advanced Estate and Tax Analysis
Retirement Planning
Let DDR Wealth Advisors help identify your retirement goals and implement a plan to get you there
Nearing retirement or looking to enhance the benefits you offer your employees? Let DDR Wealth Advisors help identify your retirement goals and implement a plan to get you there
Pension, Profit Sharing*
401(k) and 403(b) Plans*
IRA, SEP and SIMPLE IRA's*
Personalized Financial Plans
Risk Management
For whatever financial circumstances you find yourself in, DDR Wealth Advisors has strategies designed to help
For whatever financial circumstances you find yourself in, DDR Wealth Advisors has solutions designed to help. We'll work with you to help you prepare for life's many events and help you take the next steps in building your financial future.
Term Life Insurance
Permanent Life Insurance
Disability Income Insurance
Long-Term Care Insurance
CONTACT US
DDR Wealth Advisors
1460 Walton Blvd., Suite 65
Rochester Hills, MI 48309
P: (248) 375 - 4088
F: (866) 296 - 1866