You’re invited to our...

Client Appreciation Event!

Looking for information on how to navigate the changing retirement climate? Join us while we discuss:

“First Aid for Market Uncertainty”

Complimentary Dinner Seminar:

Thursday, September 29th at 6:00PM

Meet Us At:

The Summerhouse on the Lakes
8768 North Territorial Road • Plymouth, MI 48170

Register Today!

At this Educational Presentation, we’ll cover topics like:

Growth Potential

  • Ways to possibly increase your growth potential
  • Can you postpone income for more accumulation with an annuity?
  • Types of indexes: How do they impact benefits?

Income Strategies

  • Mitigating risk and balancing income needs
  • Key factors in establishing retirement income
  • Strategies for managing income sources in retirement
  • Long-term versus short-term methods

Potential Benefits of
Actively Managed Money

  • Why traditional asset allocation doesn’t necessarily work for all
  • Monitoring performance of investments
  • Flexibility in the potential level of risk over time
  • Is retirement income impacted by actively managed money?

Preparing for Life Changes

  • Ways to access your money early if you need it
  • Potential income increase if you need a nursing home or other qualified care
  • Possible inflation-mitigation strategies
  • Strategies and retirement topics surrounding risk management

We’ll not only discuss Up-To-Date information about your products, but there’ll be food (on us) and live music by singer-songwriter Keegan Ferrell!

Live Music By "The Voice" Finalist, Singer-Songwriter Keegan Ferrell

Live Entertainment By Keegan Ferrell

We’ll not only discuss up-to-date information about your products but there’ll be food (on us) and live music by singer-songwriter Keegan Ferrell who was recently a contestant on The Voice!

Be our guest for a delicious meal and an informative event! We’ll see you there.

Register Your Seat!

9424 Newburgh Road |  Livonia MI 48150

3133 Van Horn | Trenton, MI 48183

10315 Grand River, Suite 306 | Brighton, MI 48116

*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the website create an agent-client relationship.

Peter Dotson, an Investment Advisory Representative (IAR), offers advisory services through Gibbs Wealth Management (GWM), an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Dotson Financial Group and GWM are independent of each other. Insurance products and services are not offered through GWM but are offered and sold independently by Dotson Financial Group, License #17529280, and Peter Dotson, License #0278432.

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