Craig M. Wiklund, CLU,ChFC

Craig M. Wiklund, CLU,ChFC

Partner
Retirement Planning Specialist

Phone: 248-377-1720
Fax: 248-377-1860
E-mail:
 

 

PERSONAL:

My wife, Gayla, and I live in Rochester and have three children and six grandchildren. We are extremely proud of our kids and we're well pleased with the direction they're going and growing.

Our oldest daughter, Alicia, graduated from Grand Valley State University. She's earned her degree in Advertising and Artistic Design. Alicia is married to Damon and together they have three beautiful daughters. Our son, Curtis, graduated from University of Michigan and is deeply involved in the Music and Video Arts. Curtis is married to Jordin and together they have two sons and one daughter. Curtis and Jordin have built a thriving photography company. Our youngest, Kendra graduated from Savannah College of Art and Design. Kendra and her husband John recently moved back to Michigan and we are enjoying having them local. We are very grateful to have Damon, Jordin and John in our family.

Spending time with our children and grandchildren and being involved with their lives brings us the most joy. My family and I are actively involved at Kensington Community Church and feel blessed to be a part of a community where God is clearly at work. Finally, after spending time with my wonderful Bride of 27 years, I look forward to playing as many rounds of golf as possible with my Buddies.

 

PROFESSIONAL:

I began my financial service career in 1986.  I am a graduate of Michigan State University and proud to be a Spartan.  I have earned the professional designations and credentials of a Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU) from the American College, and have also completed the course work for a Wharton certificate in Retirement Planning in Pennsylvania*.  Although my education has been very important, the smartest thing I have done for my business was partner with David Bond. While most partnerships don't last, I have been blessed to work with my closest friend for over 20 years. Sallie, Clayton and Michelle have helped us to complete a servicing organization that I am extremely thankful for. Together, we have received many awards during our career at various levels, but building long lasting relationships with our clients is our most valued reward.

VALUE TO WIKLUND & BOND FINANCIAL SERVICES:

Helping clients achieve their long term financial goals gives Craig great satisfaction. He has always worked with our individual clients, helping them with their estate planning and retirement planning needs. However, it is his experience in the Corporate Market that is paramount to our organization.

*Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.