Meet Dave Stanley in Grandville, MI
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.
Meet Joe Uppleger in Howell, MI
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.”
Meet Bill Duggan in Detroit, MI
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.
Meet Debra May in Standish, MI
Debra May is a well-known local expert in taxes in retirement and retirement income planning. For the last 15 years, she has helped people in Standish and throughout Michigan retire safely and securely.
While working with her, not one of Mrs. May’s clients has ever lost money in the stock market. Her clients include General Motors, Dow Chemical, Pepsi, and Coco-Cola retirees.
As a retirement and income planning advisor, she assists retirees and pre-retires in understanding the relationship between tax-deferred money, tax-free money, and social security benefits. Focused on helping to lower client’s taxes, increase your monthly income, and help make your retirement income last longer.