Our Qualifications
We have been working with individuals and businesses in the area for over 20 years, with over 15 years experience as a Licensed financial advisor.
Matthew Starke attained his Michigan Blue skies Series 66 License and has been licensed for Insurance with the State of Michigan for Life and Health and Variable Contracts in 2001. He maintains his insurance licenses and fulfills continuing education requirements of his profession. He is President and Investment Adviser Representative for Great Lakes Retirement Solutions, Inc.
We are dedicated to developing lasting relationships with all our clients. We believe in helping you develop and achieve your financial goals and participate in the management of your investments.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of your financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.
We encourage you to be able to answer the 20 Must Answer questions for every investor. Without the ability to answer these basic questions about your portfolio, you will fall prey to the traditional methods of investing which ususally lead to confusion, speculating, and frustration about not getting the returns you want, and you could be paying up to 3 times more than you should when you invest.
We’re looking forward to using our expertise to help you pursue your financial goals.
Ask about our 21 point financial checklist, our Portfolio MRI, and the 20 Must Answer Questions for Investors.