Our Firm

Our mission is to be known as the financial firm specializing in relationships. Our inclusionary and relationship-focused structure proposes a new paradigm for the management and practice of financial advice. As a multidisciplinary financial services and consultancy firm, Preferred Financial Partners provides a competitive value proposition in Michigan and surrounding areas. Consider the monumental value that a financial services and insurance agent can provide to a P&C agent, attorney or CPA firm, particularly when that financial professional offers access to a network such as ours.

At Preferred Financial Partners, financial services professionals are our most valued asset. We maximize each professional's productivity through teamwork by building relationships based on trust, accountability, ownership and respect. Our people-inspired, forward-looking vision ties us to the clients and communities we serve. The diversity we represent is the diversity we continuously nurture and cultivate. We also embrace the transparency made possible through digital channels, from open architecture to social media, to stay on the pulse of our industry and its possibilities.

The value we have is proportional to the value we create. To our communities, we add value through active engagement supporting worthy causes. For the consumer, we aim to be the single resource for insurance and financial planning, elevating financial awareness and strategies for a better quality of life. We strive, through financial services' impact and community outreach, to be the advocate for all people by providing a sense of purpose and relevance.