Dane R. Smith, CLU, ChFC

Dane R. Smith, CLU, ChFC

Executive Director of Financial Planning

Phone: (248) 663-4741
Fax: (248) 827-7378
E-mail:
 

In 2014 Dane was inducted into the Signator Hall of Fame.

Dane Smith is an Executive Director of Financial Planning with Michigan Financial Companies, a financial services firm focusing in estate planning strategies, wealth accumulation, retirement financial strategies, business planning and executive benefits.  Dane works closely with business owners, executive teams and their advisors to help realize their financial goals.

 

As an Executive Director he is uniquely qualified to address the diverse needs of high net-worth individuals.  He provides recommendations for asset allocation, funding for education, retirement and long-term care insurance.

 

Dane has more than 30 years of experience and has been recognized for numerous industry awards, including the National Quality Award for outstanding service to the financial services industry.

 

Education

Central Michigan University, 1983

     Bachelor of Science 

   

Professional Qualifications

  • Life Accident & Health insurance licenses
  • Series 7
  • Series 63
  • Series 65
  • Chartered Life Underwriter (CLU®)
  • Chartered Financial Consultant  (ChFC®)

 

Memberships & Affiliations

  • NAIFA Member; 21 Years
  • John Hancock Financial Network
  • Named Five Star Wealth Manager, 2010 & 2011 by Five Star Professional*
  • Court of the Table Qualifier
  • Million Dollar Roundtable (MDRT), Lifetime Member
  • 2014 Signator Hall of Fame

 

Personal Data

Dane currently resides in Highland, Michigan with his wife, Rita, and their three daughters, Lauren, Lindsay and Allison.  Dane is an avid outdoorsman and enjoys coaching youth sports teams in his community.

 

*The FIVE STAR Award is a client services award issued by Five Star Professional, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a wealth manager on the FIVE STAR Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional.