We’re committed to informing and empowering our clients to make smarter financial decisions. 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 retirement income strategy, and we offer a variety of insurance and investment products to help achieve the objectives of that strategy.
Wealth Trac Financial's business philosophy revolves around experience and knowledge. Every client's situation is unique; there is no one-size-fits-all plan. That's why we place a large emphasis on ensuring that our clients thoroughly understand the various financial vehicles available to them, thus enabling them to make the best choices for their families.
As the president of Wealth Trac Financial, LLC, Kurt Fillmore is focused on helping clients work toward their financial dreams through a well-thought-out strategy for every stage of life.
The son of two teachers, Kurt was abruptly thrown into the finance world at 19 years old when his father passed away, leaving Kurt a modest inheritance. Unprepared to deal with this tragic loss, Kurt relied on his father's financial advisor to manage the money. Through tax mismanagement and poor investment choices, Kurt's inheritance was soon cut in half.
At the time, Kurt was a student studying Finance at one of the top-ranked business schools in the nation, the Ross School of Business at the University of Michigan in Ann Arbor. He began educating himself on personal financial strategies and the details regarding his own situation. It was then that Kurt decided his goal in life: To use the knowledge he gained to help other families secure their futures and avoid large financial setbacks like he experienced at such a young age.
Following graduation, Kurt spent two years as an account executive at CitiGroup, where he managed retirement assets for medical professionals. He was named National Financial Counselor of the Year in 2002 and 2003. Kurt became an independent advisor in 2004, ultimately founding Wealth Trac Financial in 2007. He holds his Series 65 securities license* and his Michigan life and health insurance license. Kurt is also a Notary Public in Michigan and is a member of the Better Business Bureau. Kurt makes it his responsibility to thoroughly understand clients’ goals and dreams and to leverage his knowledge and experience to help clients realize them. He was named one of the Michigan Financial Leaders by Forbes**. He also has been featured in and on multiple national and local news outlets for his industry knowledge, including Forbes, CNN, Consumer Reports, US News & World Report, Detroit FOX-2 News and Kiplinger.
Kurt lives in Bingham Farms, Michigan, with his wife, Erika, and two small children, Dylan and Elliana. In his free time, he enjoys playing softball, hitting the gym, disc golfing, rooting for our beloved Detroit sports teams and traveling the globe. Kurt has visited more than 30 countries and plans to add to the list someday, probably when the kids are a bit older!
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at 888-519-9614 today!
* with fiduciary duty
** and a Five Star Wealth Manager by HOUR Detroit Magazine.
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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.
Investment advisory services offered through CoreCap Advisors, Inc., a federally registered investment advisor. Wealth Trac Financial and CoreCap are separate and unaffiliated entities.