Enjoy The Dream of
Retirement Income
We work together with our clients to help create a strategy
that fits your goals, values and lifestyle.
Schedule a Meeting With David Rankin or Call 734-331-5566
Welcome to Rankin Financial Strategies
We’ll Plan for the Whole Journey, Together.
Rankin Financial Strategies is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.
Step 1: Discovery
- Start with your goals & values
- Establish what you need from an advisor
- Map out your current financial picture
Step 2: Strategy
- Evaluate what is needed to reach your goals
- Review of red flags and opportunities
- A strategic plan to get you where you want to go
Step 3: Implementation
- Organize accounts to goals-based investments
- Complete additional planning areas
- Establish our plan for communication and connection
All Members
Fiduciary Financial Advisor
Client Services
David Rankin NSSA® IRMMA®
Founder & Advisor
Office: (734) 331-5566
David@RankinFinancialStrategies.com
Cell: (248) 935-5992
David is passionate about helping others and finds fulfillment in retirement planning.
Cheryl Miller-Rankin
Office Administrator
Office: (734) 331-5566
David@RankinFinancialStrategies.com
Gene Perez, CFP® NSSA®
Chief Investment Officer
Office: (218) 217-2918
gene@tafinancialstrategy.com
Gene has been in the insurance and financial service industry for over
Lance Kelderman
Director of Case Design
Office: (734) 331-5566
David@RankinFinancialStrategies.com
Myron Dill
Director of New Business
Office: (734) 331-5566
David@RankinFinancialStrategies.com
Susan Sheehy
Seminar Marketing Specialist
Office: (734) 331-5566
David@RankinFinancialStrategies.com
Start By Knowing Where You Are
Knowing your Financial Profile can help you decide the next steps on your wealth journey.
Don’t know where to begin? Start by understanding where your current plan is
strong and where there’s opportunity for improvement.
What Can
You Expect?
We’ve built a custom financial planning experience that meets you where you are.
- A Values-Driven Financial Strategy
- Solutions for Turning Assets into Income
- Confidence about Your Retirement Future
- Clarity to Make Today’s Decisions
Rankin Financial Strategies is about family
Find a Rankin Financial Strategies Location
The place to build your future is right down the road.
Plymouth, Michigan Office
705 S Main St Suite# 101k, Plymouth, MI 48170
Office: 734-331-5566
Cell: 248-935-5992
David@RankinFinancialStrategies.com
