Katrina Savage, Investment Advisor Representative, RFP, NSSA
Executive Vice President
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Katrina L Savage has a mission: to help clients understand how to retire and stay retired successfully.
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As a distinguished professional whose career spans over 30 years, she brings the perfect balance of big bank experience and private wealth expertise to her clients. Over the years she has discovered that most people have been "sold" investment products that they don't understand and need someone that they can trust who will be there for them for the long haul with the right solutions to life's toughest problems. She partners with her clients to help them create their own unique financial and estate preservation plan which is then reviewed regularly and revised when needed as the client's situation changes throughout their lives.
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People and long-term relationships are always the cornerstone of everything that she does. Helping clients gain the knowledge and confidence that they have a sound and secure financial future is her trademark. To accomplish this she has strategic relationships with some of the top Elder Law attorneys and Tax Specialists in Michigan. As an Independent Advisor she also has access to all of the top investment strategies from hundreds of companies. As a Fiduciary Wealth Planner, Katrina’s credentials include: FINRA Series 65 Investment Advisor Representative (IAR), Registered Financial Planner (RFP), National Social Security Advisor (NSSA) and Life Accident and Health licenses. She has recently been honored as one of only 65 people in the United States to have been a Gold Eagle Member for 10 years straight with American Equity Investment Life Insurance Co., a leader in safe retirement solutions.
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Katrina and her husband David are supporters of the Wounded Warriors Project, Operation Serve International, St. Jude Hospital, Gideon’s International Auxiliary and Children International Charities. When not busy gardening in her flowerbeds she is also actively involved in her church, Cornerstone Highland and their large and hilarious group of family and friends. She and David have lived in Fenton, Michigan for over 30 years and love their community.
OUR SERVICES
In a fiduciary capacity, we work to create a comprehensive financial plan that fits your desired financial outcomes.
Financial Planning
We focus on our client's goals and objectives using a client facing platform so you know exactly how we manage your wealth.
Wealth Management
We take an individual approach to retirement planning, putting your dreams and aspirations ahead of all else.
Retirement Planning
We are committed to creating wealth that will seamlessly transition in a manner that is consistent with your core values.
Legacy Planning
We are committed to providing you the right advice based on your entire situation to find solutions that are best for you.
Tax Planning
We work with you to find the right type and quantity of insurance to protect your family, estate, and/or business.
Insurance
RISK NUMBER
FIDUCIARYSHIELD™
