• Are You Financially Independent?

    Request a no-obligation meeting today to discuss your financial future and the possible role of insurance and investments in your financial strategy!
    8040 Ortonville Road, Suite D Clarkston, MI 48348
    clientservices@mydkna.com | (248) 625-2788

    Get Training And Knowledge

    Our client coaching workshops, appreciation events, speaking engagements and presentations provide an opportunity for you to receive additional knowledge and coaching about your circle of wealth. We offer informational seminars and guest speakers as well as educational handouts, reference materials and product literature.

    We invite all clients, referrals and visitors to attend our events. Please take the opportunity at these events to request a private consultation scheduled at your convenience.

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    Upcoming Events 

    Workshop Registration
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    November 7th and 8th

    Workshop: Java Workshop: Portfolio Engineering Matters
    Date & Time: Wednesday and Thursday
    Location: Andiamo Trattoria Clarkston
    RSVP via phone 248-625-2788, or electronically submit your information to the right.

    January 16th and 17th

    Workshop: Java Workshop: 2018 Tax Preparation
    Date & Time: Wednesday and Thursday
    Location: Andiamo Trattoria Clarkston
    RSVP via phone 248-625-2788, or electronically submit your information to the right.

    March 5th and 6th

    Workshop: Java Workshop, The Market: Past & Present
    Date & Time: Wednesday and Thursday
    Location: TBD
    RSVP via phone 248-625-2788, or electronically submit your information to the right.

     

     

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    Investment advisory services offered through Global Financial Private Capital, LLC, a SEC Registered Investment Adviser. SEC registration does not imply any level of skill or training. Past performance is not indicative of future results. 501 North Cattlemen Road, Suite 106 Sarasota, FL 34232. (941) 441.1902.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.