We’re a family team working to help other families.
We’re not a big conglomerate of advisors spread out across the country, or even across different offices. We’re a close-knit family financial services business rooted in midwestern values and built on the idea that everyone deserves a retirement they feel comfortable and secure in. Each member of our team is invested like family because they are family.
We love helping real people take control of their futures financially. People and families who spend years working hard, taking care of responsibilities, and dealing with real-life obstacles like caring for an elderly parent, managing retirement on a single income, or just navigating through the many complexities of all that needs to be done when you’re ready to retire.
When it’s time to get advice about your financial future, our family can help. We have over 35 years of experience and the largest independent broker/dealer in the country, LPL Financial, (as reported by LPL Financial magazine, 1996-2022, based on total revenue) behind us, so we can deliver the best possible advice and resources to pursue your financial security.
Roger Houston, CFP® has decades of experience helping hardworking people retire on their terms.
From the beginning, my philosophy has always been that everyone deserves a secure and comfortable retirement and I want to help them reach their goals.
Over twenty years ago, I opened an office inside Telcom Credit Union, which was originally founded by Michigan Bell employees in 1936. Many of the members worked for the '“Phone Company,” so I quickly became proficient in understanding the benefits and complexities of the then-Ameritech benefits package. I began conducting seminars and workshops to help educate employees about investing and understanding their company retirement plans.
Soon, the word began to spread! Many employees became clients and eventually retirees. They told their co-workers and friends about our helpful and professional services which have allowed us to become a very successful financial planning practice. While our core practice has been rooted in Ameritech, SBC, and now AT&T, we are also very familiar with the retirement options of most major corporations in Michigan. We work with hardworking people from all backgrounds to help them strategically and thoughtfully plan for their retirement.
I can happily say that both of my daughters have been involved in the practice over the years. Currently, my oldest, Stacy, is leading our Client Services operations.
To best serve my clients, I hold the prestigious CFP® (Certified Financial Planner) designation. My other current credentials include: ChFC (Chartered Financial Consultant), CRPC (Chartered Retirement Planning Counselor), CLU (Chartered Life Underwriter), CFS (Certified Fund Specialist).
About LPL Financial
LPL was founded to help support financial professionals serve their clients’ best interests. Today, LPL is a leader in the markets they serve, supporting more than 21,000 financial professionals, 800 institution-based investment programs, and 450 independent RIA firms nationwide with services, support, and resources: Brokerage and advisory services. LPL also provides advisors with access to a broad range of investment solutions and additional tools to meet nearly every client’s needs. LPL has been ranked the #1 independent broker/dealer by Financial Planning Magazine for the past 20+ years and manages over $1 trillion in assets.
Partnering with LPL has allowed us to keep our independence and enabled us to focus on our clients’ needs while having the support and backing of a Fortune 500 company. LPL is big, so we can stay small. That means answering the phone when you call and taking the time needed to answer all your questions, it means prompt and proactive communication, and most importantly, it allows us to focus on strategies and education tailored to each of our client’s individual needs.
