Certified Financial
Consultant Services
Certified Financial Consultants (CFC) is a 30-Year Old Registered Investment
Advisory Firm (fee based). We specialize in the following financial benefits
for closely held corporations:
-
non-qualified deferred compensations plans
-
executive
retirement plans
-
401(k) plans
-
profit sharing plans
-
portfolio management (no
load-fee base)
-
buy
sell agreements
-
estate planning for business owners
Securities offered through registered representative
of LPL Financial. Member FINRA/SIPC. Advisory
services offered through
Certified Financial Consultants, Ltd.
A registered investment advisor independent of LPL Financial.
|
Terrence O'Rourke, CLU
President
|
Business
Continuity is a goal of most business owners. It
may consist of a variety of different goals and objectives.
CFC can help you reach these goals in the following areas:
-
Buy
| Sell agreements
-
Disability
insurance for owners
-
Retirement Planning
We will do a feasibility study to determine
which plans fits your company best; i.e. Simple
IRA, SEP,
401(k),
Profit Sharing, Pension, 412i, etc. Each plan is custom fit to
your business. CFC will do a turnkey program
from design to investments to distribution.
-
Estate Planning for the business owner
-
Rollover options are
important to your employees as well as yourself
Who is the beneficiary of your IRA? What are
the most favorable distribution techniques?
The list goes on. We will advise you in these
areas as well as make presentations to your
employees to educate
them on their options.
Don't let Uncle Sam become your partner!
|
Terrence
O'Rourke is a 35 year resident
of Royal Oak
He is the author of several
published
articles on
estate and financial planning and
executive
retirement planning. He is an internationally prominent
speaker, having been a guest speaker in several parts
of the globe. Locally, he has spoken to the Michigan
Association of Certified Public Accountants, American
Society of Chartered Life Underwriters, Financial and
Estate Planning Council of Detroit, National Association
of Insurance and Financial Advisors as well as several
charitable groups. He has taught classes at the university
level on estate planning and pension plan design. O'Rourke
has served his community and his industry in several
areas. His civic contributions include:
-
The board for Royal Oak Senior Advisors Committee
-
The board of directors
of the Royal Oak Chamber of Commerce
-
The board of review
for the City of Royal Oak
-
The past chairman of Leave a Legacy
Charity in southeast Michigan
-
The regional director
of LUPIC for the National Association of Financial
and Insurance Advisors
-
The finance committee for
the Leader Dogs Blind - Chairman
-
The finance committee for the
American College
-
The finance committee of the American
Ireland Fund - Chairman
-
The president of the American Society
of Chartered Life Underwriters in southeast
Michigan
-
The president of the American Society of
Chartered Financial Consultants
-
The director of the prestigious
Million Dollar Round Table (30 yrs of consecutive
achievement)
O'Rourke focuses on both qualified plans and non-qualified
plans for small business owners and their key
employees.
• • • 28740
Harper Avenue in St. Clair Shores, MI 48081
• • •
