Robert (Bob) Havernemail
Professional Story
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Private Wealth & Trust, FSB
Education
Graduate of University of Michigan Ann Arbor
Hobbies
Working Out, traveling , Meeting People, Attending Church Services, Reading
Affiliations & Memberships
Member Christ Our Light Church, Certified Financial Planner
Community Involvement
Donate regularly to charitable organizations, also have helped church as Liturgical Minister , also have worked to Helped Wayne State University Planned Giving
Languages: English
Credentials: CFP®
Specialties:Insurance Strategies, Investment Strategies, Business Owners, Business Succession Planning, Estate Planning, Retirement Income Planning, Charitable Giving, Risk Management Strategies, LGBTQ, Group Benefits, Retirement Strategies, Financial Education
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