We’re proud to be featured in these media outlets

We’re continuously featured on the news and in other media outlets for our knowledge and experience in the industry.

Channel 7 Interview - Now may be the time to Reconsider your Financial Future

Kyle Whipple, Custom Wealth Solutions partner and advisor, joined WXYZ Detroit to share why now may be the time to reconsider your financial future. In the segment, Kyle discussed financial and tax season tips and updates everyone should keep in mind in 2022. 

 

WWJ Radio: Saving for Retirement

“One of the huge benefits of a 401k is that most times employers are going to match what you put in, to some degree – that is free money to you. But if you leave your job before you get vested in that, you are leaving money on the table.” 

 Custom Wealth Solutions CEO Mike Windle, aka The Retirement Blueprint Guy, shares with WWJ Radio the impact of “The Great Resignation” on retirement planning and what every employee should be doing now to prepare for their future success. 

Channel 4 Interview - Unique Financial Situations Veterans Face After Returning to Civilian Life

Channel 7 Interview - Financial Tips to Veterans

WKZO Radio: Veterans, the Pandemic and their Finances

Kyle Whipple talks to WKZO radio about veterans, the Pandemic and how it is effecting thier finances.

Sunday Edition: Student Budgeting

As college students (and their parents) move from one phase in their lives to another, financial information and expertise becomes more important than ever. Our CEO Mike Windle was asked to provide his insight to "Sunday Edition," a syndicated radio show accross Metro Detroit.

Local 4 Interview - Saving for College

Channel 7 Interview - Child Tax Benefit

Local 4 Interview - Memorial Day Weekend

Fox 2 Interview - Easter Sunday Morning

Retirement Blueprint Process

Let’s Design Your Retirement Blueprint

Our process helps you build your financial strategy from the ground up. Download this flyer to see how it works.

retirement-blueprint

“Retirement Blueprint: How To Keep Your Money Working When You’ve Stopped” By Kyle Whipple and Michael Windle

Have you dreamed about what you want to do in retirement? Are you on the right path for retirement? Do you know what you want or need your money to do for you? How will you generate income in retirement? What is your plan to ensure you have a successful retirement? In “Retirement Blueprint,” Kyle and Mike answer these questions and give you the foundation of knowledge you need to have the freedom to enjoy your life while showing you how to keep your money working.

In an ever-changing world of tax laws, politics, volatile markets and economic uncertainty, it is vital to have a blueprint to follow and a plan to guide you into your successful retirement. Mike and Kyle wrote “Retirement Blueprint” to provide this information so you don’t have to wonder and hope that you will be successful — but instead can KNOW that you are headed toward the retirement of your dreams.

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As heard on WAAM Talk 1600 and The Patriot FM 101.5 & AM 1400.

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HOW TO DO A FRUGAL FEBRUARY CHALLENGE

Broke from the holidays? We have some ideas to get your finances back in order.

7 THINGS TO KNOW ABOUT MONEY MARKET MUTUAL FUNDS

What is a money market fund and what should you do with one? Here’s the answer.

8 COSTLY MISSTEPS WITH REAL ESTATE INVESTING

Take the necessary steps with real estate investments to keep you in the green.

8 WAYS TO CAPTURE MOMENTUM IN YOUR PORTFOLIO

Consider these eight investments to keep pace with the market.

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Rather Meet One-on-One?

Schedule a meeting with a member of our team to create your financial strategy today.

Or give us a call at 734.844.3400.