Planning Your Future
It’s your retirement, you should have control over it. We offer our experience and knowledge to help you design a custom strategy for financial independence.
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Now Offering 8 Locations
- Ann Arbor, MI
- Bloomfield Hills, MI
- Dearborn, MI
- Detroit, MI
- Highland, MI
- Novi, MI
- Southfield, MI
- Troy, MI
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We have been clients of Rob Reading for 22 years now. Rob is very well educated in market trends, honest and thoughtful of our needs and financial goals. Although we met Rob for financial planning, we consider him a friend.
My experience with Rob has been a great experience. Rob helped me establish a financial plan that met my requirements. He was thorough in his evaluation and took considerable time in helping me understand all potential issues and benefits with each initiative. He has gained my trust and admiration as a true experienced professional! As a result, I continue to recommend him to friends and family.
We have been working with Rob for four years and have been very satisfied. Rob is always available to answer any questions we may have. We especially like that he comes prepared with a plan at our annual meeting. Our only regret is that we did not have Rob as our advisor from the start.
Mr. Reading has been my consultant for retirement planning and investment for almost 8 years and I have been extremely satisfied with his service. He has always been easily accessible, willing to take time to answer all questions to my satisfaction, to explain investments in terms that I can understand, and to focus on what is in my best interest. Mr. Reading follows up yearly to help with my RMD and to review investments. Being able to Trust the person handling my retirement money is a huge concern for me and Rob Reading has proven himself to be trustworthy. With his easy communication style and refreshing sense of humor, I have found him enjoyable to work.
I have been with Rob Reading for many years and have been completely satisfied with the way he has worked with me to get the best return on my investments and prepare me for retirement. He is always available to answer questions and keeps up to date with what is going on in the financial world. I have been happily working with Rob for 21 years and I don’t expect to change.
Rob reading is efficient and takes the time to assure my understand of recommended investments. He is easy to reach when needed.
Rob Reading operates with utmost integrity and knowledge at all times. He has been my financial adviser for a number of years. I highly recommend him to anyone who is looking for a savvy forward thinking financial manager.
I began financial consulting for Gary and his family in 1987. Gary is very sharp and keeps right on top of things when it comes to his financial affairs. He likes to thoroughly analyze every aspect of his financial situation to assure he is implementing the very best strategy. During my client review meetings, I ask clients how I might improve my service to them. No two clients are the same. Their needs and expectations will vary. Gary is a good example of this and I’m glad he’s not shy when it comes to explaining exactly what he expects from me. When I’m explaining a concept to him he says, “I like simple visuals and bottom-line numbers.” He says he likes me because I’m “down to earth, casual, and very honest.” Gary says, “I like knowing that you monitor my accounts monthly. I don’t even want to try to handle my own savings. I’m very comfortable with you.” “I do appreciate you and am pleased with all of your talents in this field.”
Stina and her husband John became clients in 1993. Stina has always been a good saver throughout the years, which has been a great help for her throughout her retirement. During an account review meeting, I asked her if I could improve my services in any way and she responded, “I can’t think of anything that you need to improve on.” Stina continued, “I like the fact that you always make yourself available when I call upon you and I’ve always been happy with my account performance.” I think Stina knows that I’m also happy with our business relationship. It’s always a pleasure to work with her.
Judy has been my client since 2005. Being a single mother and having raised 4 children Judy knows the value of money and saving. She was referred to me by her friend Donna, another valued client and friend since 1985. Judy commented that “Donna told me you’re very trustworthy and that you’ve been doing a good job for her for the past 20+ years. Donna said you really seem to know what you’re doing with helping people saving money!” After a year’s time at our first account review meeting Judy explained, “You’ve made me very comfortable. You’re neither a hard sell nor condescending at all. You’re friendly, you explain details very well and you’re very open to interaction!” I’m very happy and appreciative for the business relationship I have with Judy.
Rob is an excellent planner. He is creative, always looking at out-of-the-box ideas in addition to the standard ones. I recommend him to anyone who is looking for an planner who operates with the highest integrity, honesty and expertise with this highly important issue.
When it comes to IRAs there are many analysts to choose from, BUT here is the “Rob Reading” difference: Although many IRA experts know how to direct your SAVINGS…very very few know the DISTRIBUTION strategies! This is Rob’s expertise…he is on top of his game regarding distribution and he has a passion for staying on top of the latest changes with tax laws to guide his clients to world class advice. If you are approaching distribution time…YOU must speak with Rob…he can save BIG $’s in taxes and will know your best strategy. Personally, I have heard from numerous clients regarding the thousands Rob saved them just by maneuvering through the complexities at retirement time.
In this age where pensions have become a rarity and Social Security is under attack as a needless entitlement, having a personal resource like Rob Reading available is a requirement for survival after working life becomes an after thought. I have entrusted Rob to research and advise me on my accounts for these times. . . . and it looks like it is going to work out just fine!
Just as my business model provides service to unique niche markets, so does Rob Readings. Most everyone reading this comment knows of anywhere from one to ten “Financial Planners”. Earlier in his career, Rob provided this service for several decades as well. Rob is now practicing a sort of “Reverse-Engineering” of the Financial Planner Business Model. Unlike an Estate Planner which usually involves a death, Rob assists his clients in what he has coined as “an avoidance of a taxation infestation” …he shows people how to safely and legally remove their assets from IRA’s, etc. using techniques that will minimize paying excessive taxes on hard earned savings…before you pass on, from this life on earth. Rob is a good family man who is active in the Huron Valley community. His main goal is to help people…specifically to keep what is theirs, i.e., life savings, as opposed to paying unnecessary taxes. Instead of just “building” wealth, a person should be able to “enjoy” wealth…regardless of the size of the financial portfolio.
Rob is very professional and thorough in his approach to investing. He has helped my wife and me with our retirement funds. We are very pleased to have met and developed a friendship over the years. I could have selected all of the attributes.
Rob’s knowledge of financial management is superb. He is highly ethical and has the customer’s best interest always.
Rob Reading is an excellent resource and service for anyone looking to get more from their retirement plan. He has an astute knowledge of planning and distribution strategies that will make a monumental difference in your future.
I had worked with a financial planner for many years but did not understand the details of generational building strategies that Rob was able to articulate. I am very pleased with his level of knowledge and genuine concern for meeting the objectives for our family.
In any personal finance business confidant, you want to invest your future with someone you can highly trust. Rob Reading is “that guy” for me. He has mentored me to learn about the possibilities of my financial future. He has schooled me in the aspects of Social Security benefits and expectations. I see him working hard in the Huron Valley community, volunteering and stepping up on all levels to better our community. I continue to be happy with my business relationship with Rob and the entire staff and you will too.
Rob is very caring of his clients. I worked with him for some time and found that he works very hard to find the right product to fit his client’s needs.
Rob has displayed a keen sense of client integrity when approaching their financial needs. He has taken the position that the client comes first in all dealings which adds an additional level of professionalism seldom seen in the financial world.