Schedule a Meeting With David Rankin or Call 734-331-5566
Plymouth, Michigan
705 S Main St, Suite# 101k
Plymouth, MI 48170
Office: 734-331-5566
Cell: 248-935-5992
David@RankinFinancialStrategies.com
Plymouth, MI 48170
Office: 734-331-5566
Cell: 248-935-5992
David@RankinFinancialStrategies.com
We’ll Plan for the Whole Journey, Together.
The Rankin Financial Strategies Way 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