Wealth Trac Financial of Redford

Wealth Trac Financial of Redford is a wealth management firm serving residents in and around Metro Detroit from its office at 30777 Telegraph Road in Redford, Michigan. Founded in 2007 by Kurt Fillmore, a Certified Financial Fiduciary, the firm focuses on comprehensive, tax-advantaged plans designed around preservation of capital, growing income, and increased returns with reduced risk. The firm holds a rating of 5.00.

Wealth Trac Financial works with individuals at every stage of life, from those still accumulating assets to those already retired or approaching retirement, building personalized strategies rather than one-size-fits-all plans. The team provides retirement income strategies that incorporate insurance and annuity vehicles, wealth management built around long-term accumulation, and asset protection designed for the realities of twenty-first-century markets. Additional services include annuities, life insurance planning that addresses both income replacement and end-of-life costs, estate planning that maps out where assets should go, tax-efficient strategies, long-term care planning, IRA and 401(k) rollovers, and IRA legacy planning. The firm can also refer clients to outside professionals for trusts, probate, charitable giving, and tax planning.

The firm grew out of its founder's own experience in the financial world. After his father passed away when Fillmore was 19, a modest inheritance was diminished through tax mismanagement and poor investment choices by an advisor. That experience shapes Wealth Trac Financial's philosophy of placing a large emphasis on making sure clients thoroughly understand the financial vehicles available to them. The firm is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products.