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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Because your financial situation is often complex, we typically work directly with or refer clients to other professionals to design and implement the strategies that will help you work toward your goals. We relie on a network of professionals who provide technical advice as required. The Professionals worked with include:

  • Banking
  • Legal
  • Tax/Accounting
  • General Insurance
 

Philip J. Liner, CFP®, CRPC

CERTIFIED FINANCIAL PLANNER™

(586) 949-3782 x7004

(586) 949-1906

[email protected]

Phil has over 35 years experience, first as a CPA with an international public accounting firm; then as Director of Finance and Administration for the Jewish Welfare Federation of Metropolitan Detroit, and finally in his own firm.
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Barbara Fanone

Financial Consultant

(586) 949-3782x6

(586) 949-1906

[email protected]

Barbara and her husband Mauro live in Macomb Township. They have been married for 42 years and have three children, Lorice, a Nurse, Mario, a Tile Contractor, and Rachel, a CPA. They also have seven grandchildren, three girls and four...
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Laura Cunningham

Administration

(586) 949-3782 x7001

(586) 949-1906

[email protected]

Laura ensures that our clients receive the best possible service
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Sally Cholewka

Financial Case Para Planner

(248) 353-6570 x306

(586) 949-1906

[email protected]

As the Case Planner for the America Group, Sally is responsible for assisting with Financial Planning, Case Design and Business Development. She works closely with Advisors to develop customized financial planning analysis and...
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