Clayton J. Winkler,  CFP®

Clayton J. Winkler, CFP®

Partner & Certified Financial Planner

Phone: (248) 377-1720
Fax: (248) 377-1860
Mobile Phone: (248) 495-3929
E-mail:
 

PROFESSIONAL:
I'm a Certified Financial Planner (CFP®). I am Registered with the Series 7 (General Securities Registered Representative), Series 63 (Uniform Securities Agent State Law), and Series 66 (Uniform Combined State Law), as well as a Licensed Life & Health Insurance Producer.

I graduated from Michigan Technological University with a Bachelors Degree in Finance & Minor in Communications. I also completed a Certificate of International Business (French language).

PERSONAL:
My wife, Melissa, our daughters, Celine (born January 2014) and Kristen (born ugust 2015), and I live in Lake Orion after spending our first 3 years of marriage in Rochester Hills. We were married August of 2010, and our lives have been more & more blessed with each passing year. Melissa is an Employment Immigration Attorney, practicing law with Fakhoury Law Group in Troy.

We are very involved with Kensington Church, and I'm especially passionate about acting for their Drama Team since 2007. I have been participating & leading Men’s Small Groups, focused on accountability & spiritual growth since 2004. I am a proud Follower of Jesus Christ, which is the best decision that I make on a daily basis.

I grew up in Harrison Township, MI, in a family of 7 kids. My family spreads across the US, to include Colorado, Wyoming, Florida, as well as Toronto, Canada. My father, Dr. Henry Winkler, passed away in 2009, after serving as a Medical Doctor for over 45 years.

PROFESSIONAL SERVICES - FOCUS AREAS:

Clayton's Professional Services focus primarily on working with:

  • Families on their Insurance, Investment, and Financial Planning
  • Business Owners on
    • Providing Group Investment Plans, Group Insurance Plans; and
    • Business Ownership Protection & Succession Plans.

Family Planning: Investments
This focus comprehensively includes Short-Term, Intermediate-Term, and Long-Term Savings Strategies. This involves discussions pertaining to investments of Mutual Funds, Stocks, Bonds, College Savings Plans, ETF's, as well as many other Alternative Investments.

In the area of Retirement Planning, Clayton specializes in Retirement Income / Distribution Planning. One of the top fears the average retiree has is "Running Out Of Money". His strength is creating plans designed to help his clients live comfortably in retirement & with confidence that their Income Needs will be met.

Family Planning: Insurance
Clayton focuses on the "Core 4" for comprehensive insurance planning.  These four areas include Life Insurance, Health Insurance, Disability Income Insurance, and Long-Term Care Insurance. Clayton chooses to specialize in these four areas because protection an important part of addressing some of the biggest financial risks that people face in protecting their Net Worth.

Business Planning: Group Benefits
Clayton enjoys working in Group Benefits Planning to provide quality Employee Benefits for competitive prices. Benefits include Retirement Plans (such as 401K Plans, SIMPLE IRA's, etc.), Group Health Insurance, and Group Life & Disability Insurance.

Business Planning: Business Ownership & Succession
Clayton is experienced in discussing ways that business owners should protect the value of the owner's interests & equity if an unplanned event occurs, such as premature death or sickness. An anticipated event to plan for would include preparing the sale of a business.

TRIVIA ITEMS ABOUT CLAYTON:

• Clayton is Founder & President of a Non-Profit Charity 501(c)(3); Dogtags4Jesus, creating Dogtags with Scripture.

• Clayton served in the U.S. Army Reserves. He served as a Counter-Intelligence Analyst (97G). He also served as a Finance Detachment Executive Officer in Taegue, South Korea.

• Clayton coached Wrestling at Denver West H.S., Rochester H.S., & ROC Wrestling Club.

• One of Clayton's Bucket List Goal is to Run a Marathon (having run 3 Half-Marathons).  Another of his goals are to own and fly a plane.