Founded in 2007, Wealth Trac Financial serves residents in and around Metro Detroit. Our team is here to help ensure you receive all the assistance you need, not only in developing your comprehensive strategy, but in maintaining it throughout your lifetime.request a consultation
through a well-thought-out wealth management strategy. Our mission is to inform and empower our clients to make smarter financial decisions, providing the independence and security to lead fulfilling lives.- Kurt Fillmore, Certified Financial Fiduciary® | FOUNDER & president
Our focus is on comprehensive, tax-advantaged plans that provide sound preservation of capital, growing income and increased returns with reduced risk. We do this by providing guidance to help you develop an overall strategy, completely customized to each individual situation. Whether you are already retired, approaching retirement, or still accumulating assets, our team has the knowledge and expertise to design a personalized strategy to help you meet your specific lifetime goals.
We can help you design a guaranteed* retirement income strategy that incorporates insurance and annuity vehicles to create opportunities for growth and income.
You may be able to use time to your advantage when investing for wealth accumulation.
Twenty-first century asset protection calls for more than just strategic asset allocation. Including products like annuities in your retirement income strategy can help protect* your money from declines due to market losses.
Today, the majority of the burden for retirement income seems to have shifted to the individual. For this reason, you may want to consider a guaranteed* fixed income component to your retirement strategy.
We can help you consider needs such as replacing income so your family can maintain its standard of living, as well as paying for your funeral and estate costs.
Estate planning is simply determining (while you’re still alive) where your assets should go after you die.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Kurt Fillmore and Avery Markos are investment advisory representatives of, and provide advisory services through CoreCap Advisors, LLC. Wealth Trac Financial and CoreCap Advisors are separate and unaffiliated entities.
The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as financial, tax or investment advice. Please consult a qualified professional for specific information regarding your induvial situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance, or annuity product.
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