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David D. Stanley specializes in helping pre-retirees and retirees build, preserve and protect retirement assets. Dave founded Integrity Financial Service, LLC, and has been helping his clients with their financial needs for over thirty years. He strives to educate his clients on how to prepare for retirement, minimize the impact of market volatility on their assets, and deal with the challenges of increased longevity.
Dave believes that a proper financial strategy blends both time-proven tactics and innovative new technologies to develop reliable income streams. As a professional, he is a Registered Representative with DH Hill Securities, LLLP, holding a Series 6 and 63 licenses in the State of Michigan and is also a Certified Estate Planning Professional.
Dave has been married for 22 years to his wife, Sandra, who is a professional interpreter and translator, and they have one son, David. They love living in West Michigan and enjoy its rich heritage.
Joe Uppleger, founder and President of Safe Future Financial, LLC, serving our clients as we do our own family. Joe Uppleger, as host of Safe Money Radio Show and a National Presenter, Joe has enjoyed helping people all across the nation protect their retirement money. Over the years, Joe has helped people protect millions of dollars in retirement assets, and not one of those people has ever lost a penny from market downturns.
“There is something truly wonderful about being able to help people have peace of mind about their finances.”
Bill has been guiding clients to manage their financial lives since 1988. Bill spent 13 years in banking as a Trust Officer in Florida and Michigan, five years as a broker with Smith Barney in Troy, MI, and has owned his firm since 2004, located in Almont, MI, which is 40 miles north of Detroit.
Bill has always put his clients’ interests first. While securities licensed, Bill maintains a perfectly clean record with FINRA, which you can check for yourself by going to FINRA Broker Check.
Adam Howard NSSA® is an independent financial professional who is dedicated to helping clients with the four pillars of retirement planning: health, wealth, legacy, and long-term care. Seeing his father lose his health, business, and family home in the crash of 2007 has empowered Adam to help others prepare for the unexpected.
As the Founder and President of Lifeway Retirement Solutions, he brings a wealth of knowledge and experience to his clients, providing them with customized solutions to Medicare, retirement, and legacy planning.
Jack Whittaker has been providing financial services since 1986. He worked for a Fortune 500 company for 21 years before founding Carolina Benefits Group, where he specializes in helping clients pursue financial independence. Jack’s tenure was marked by an impressive 16-year consecutive appointment to the Chairman’s advisory board and 12 consecutive years as the number-one in sales.
At Carolina Benefits Group, Jack and his team provide retirement strategies, income planning, legacy and life insurance planning, Medicare supplement insurance, long-term care, and Estate Planning. With 44 years of marriage and two adult children, and four grandchildren, Jack is committed to helping others achieve financial independence and has built a successful agency.