Advisor Succession

Specializing in connecting suitable buyers and sellers seeking development and succession possibilities in the financial services sector.

To achieve excellent results while purchasing, selling, or transferring a financial advising practice, professional assistance from a dedicated, specialist advisor is essential.

We have been working with individuals and businesses in the area for over 20 years, with over 15 years of experience as a Licensed financial advisor.

Matthew Starke attained his Michigan Blue skies Series 66 License and has been licensed for Insurance with the State of Michigan for Life and Health and Variable Contracts in 2001. He maintains his insurance licenses and fulfills continuing education requirements of his profession. He is the President and Investment Advisor Representative for Great Lakes Retirement Solutions, Inc.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you develop and achieve your financial goals and participate in the management of your investments.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of your financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.