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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.

Conference Room
 
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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

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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

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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.

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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

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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

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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

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