Meet Elizabeth
My reasons for becoming a financial professional is deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I'm confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to our community.
Elizabeth McGee
Owner/President
248.554.1325
With over 22 years of experience in the financial services industry, I have become a trusted advisor known for my personalized approach and commitment to understanding the unique aspirations of my clients. From the early stages of their careers to the golden years of retirement, I work diligently to create comprehensive financial strategies that evolve with my clients' changing needs. My dedication goes beyond mere financial planning; it's about cultivating long-term partnerships based on trust, transparency, and a shared vision for a secure and fulfilling retirement. I am not just a financial advisor but a steadfast ally in the pursuit of financial well-being and a retirement filled with joy and peace of mind.
Grounded in a deep commitment to the community, my approach to giving back begins on the ground floor, where the roots of positive change take hold. I believe that building a stronger, more compassionate community starts with direct engagement with Detroit-area community. From volunteering at local shelters and food bank to a long-term mentoring program designed to guide and empower young women on the path from middle school to college, fostering growth, resilience, and success. By actively participating at the ground level, I not only witness the impact of the efforts firsthand but also forge meaningful connections with the individuals and families. My belief is that genuine, community-driven change originates at the foundation, and by working collaboratively from the ground up, we can cultivate a more resilient and interconnected community where everyone has the opportunity to thrive.
I currently hold my series 6, 7, 63 and 65 securities registrations, along with her Certified Wealth Strategist, CWS®, Accredited Investment Fiduciary, AIF® designation, and National Social Security Advisor Certificate Holder. I am also Life, Health and Variable Insurance licensed in several states.