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Introducing
The Jalbert Financial
Strategic Alliances
The Jalbert Financial
Strategic Alliances
The Jalbert Financial Group is a multi-disciplined team of financial professionals - experienced in all aspects of planning and strategy, and dedicated to the preservation of retirement assets.
Russell K. Jalbert, CFP®One of the nation's leading financial professionals who has advised successful individuals in the management and distribution of their wealth for more than 35 years.
Mr. Jalbert has been retained by major corporations and banks throughout the country and has served as counsel to the senior staff physicians of Henry Ford Hospital. He has also worked with numerous non-profit organizations to educate patrons on charitable tax planning issues. A frequent speaker and author, Mr. Jalbert has appeared in such prominent publications as Business Week, Nation's Business and The New York Post and has authored three texts on professional financial planning and on consumer financial independence. He also appears regularly in local radio markets.
Richard W. Paul, CFP® A leading retirement planning expert and former radio personality who has been educating Oakland County and Greater Detroit area residents on progressive personal finance and retirement planning strategies for more than 25 years. As founder and president of Midwest Financial Consultants, Mr. Paul works to provide comprehensive financial planning strategies to pre-retired and retired individuals. A firm believer in achieving success through a personalized strategy, he works to optimize his clients' current financial situation by managing and potentially minimizing financial risks and tax liabilities and positioning accounts for continued growth, regardless of market volatility. He and his family currently reside in Orchard Lake, Michigan and have been lifelong residents of Oakland County.
Paul Cloutier A leader in the field of personal budget management, Mr. Cloutier is the president and CEO of Levanto Financial, an organization dedicated to helping people achieve financial wellness for life. He emphasizes a proactive approach of sustainable budgeting skills, personalized coaching, and maximizing cash flow. A graduate of Kettering University, Mr. Cloutier has held senior management positions in the automotive, technology and building materials industries, as well as with Ariba Inc. — the leader in spend management solutions for businesses — where he was a member of the executive staff. He currently serves on Kettering's Alumni Board of Directors, and is active in many philanthropic and community organizations including the Boys & Girls Club and Big Brothers/Big Sisters of Southeast Michigan.
Christina R. Hamill, CPA A specialist in tax planning for small businesses and individuals, who values building long-term relationships with clients in order to completely satisfy their evolving financial needs and demystify complicated questions about effective tax preparation and investment planning. Ms. Hamill received her Bachelors degree from Michigan State University and her Masters degree from Walsh College. She started her career with Ernst and Whinney, spending several years as an auditor before taking her expertise into private tax consulting. She chairs the Finance Committee on the Board of Huron Valley Hospital and is also a Board Member of the Huron Valley State Bank, a community-based bank prioritized to the needs of local businesses and residents.
Gregory C. Hamilton, Esq., Estate Planner A nationally recognized speaker on Estate and Business Planning and has been bringing peace of mind to his clients for over 20 years. A graduate of Michigan State University, Mr. Hamilton holds a Masters degree from Wayne State University and a Juris Doctorate from the Detroit College of Law. He is also a current member of several state and national estate and financial planning professional associations, including the National Network of Estate Planning Attorneys, the Financial and Estate Planning Counsel of Southeast Michigan and the National Association of Christian Financial Consults. Mr. Hamilton is a published author of numerous articles on wise financial planning and is also active in mentoring other estate planning attorneys in their professional development and personal fulfillment.Financial and Estate Planning Counsel of Southeast Michigan and the National Association of Christian Financial Consults. Mr. Hamilton is a published author of numerous articles on wise financial planning and is also active in mentoring other estate planning attorneys in their professional development and personal fulfillment.
Russell K. Jalbert, CFP®One of the nation's leading financial professionals who has advised successful individuals in the management and distribution of their wealth for more than 35 years.
Mr. Jalbert has been retained by major corporations and banks throughout the country and has served as counsel to the senior staff physicians of Henry Ford Hospital. He has also worked with numerous non-profit organizations to educate patrons on charitable tax planning issues. A frequent speaker and author, Mr. Jalbert has appeared in such prominent publications as Business Week, Nation's Business and The New York Post and has authored three texts on professional financial planning and on consumer financial independence. He also appears regularly in local radio markets.
Richard W. Paul, CFP® A leading retirement planning expert and former radio personality who has been educating Oakland County and Greater Detroit area residents on progressive personal finance and retirement planning strategies for more than 25 years. As founder and president of Midwest Financial Consultants, Mr. Paul works to provide comprehensive financial planning strategies to pre-retired and retired individuals. A firm believer in achieving success through a personalized strategy, he works to optimize his clients' current financial situation by managing and potentially minimizing financial risks and tax liabilities and positioning accounts for continued growth, regardless of market volatility. He and his family currently reside in Orchard Lake, Michigan and have been lifelong residents of Oakland County.
Paul Cloutier A leader in the field of personal budget management, Mr. Cloutier is the president and CEO of Levanto Financial, an organization dedicated to helping people achieve financial wellness for life. He emphasizes a proactive approach of sustainable budgeting skills, personalized coaching, and maximizing cash flow. A graduate of Kettering University, Mr. Cloutier has held senior management positions in the automotive, technology and building materials industries, as well as with Ariba Inc. — the leader in spend management solutions for businesses — where he was a member of the executive staff. He currently serves on Kettering's Alumni Board of Directors, and is active in many philanthropic and community organizations including the Boys & Girls Club and Big Brothers/Big Sisters of Southeast Michigan.
Christina R. Hamill, CPA A specialist in tax planning for small businesses and individuals, who values building long-term relationships with clients in order to completely satisfy their evolving financial needs and demystify complicated questions about effective tax preparation and investment planning. Ms. Hamill received her Bachelors degree from Michigan State University and her Masters degree from Walsh College. She started her career with Ernst and Whinney, spending several years as an auditor before taking her expertise into private tax consulting. She chairs the Finance Committee on the Board of Huron Valley Hospital and is also a Board Member of the Huron Valley State Bank, a community-based bank prioritized to the needs of local businesses and residents.
Gregory C. Hamilton, Esq., Estate Planner A nationally recognized speaker on Estate and Business Planning and has been bringing peace of mind to his clients for over 20 years. A graduate of Michigan State University, Mr. Hamilton holds a Masters degree from Wayne State University and a Juris Doctorate from the Detroit College of Law. He is also a current member of several state and national estate and financial planning professional associations, including the National Network of Estate Planning Attorneys, the Financial and Estate Planning Counsel of Southeast Michigan and the National Association of Christian Financial Consults. Mr. Hamilton is a published author of numerous articles on wise financial planning and is also active in mentoring other estate planning attorneys in their professional development and personal fulfillment.Financial and Estate Planning Counsel of Southeast Michigan and the National Association of Christian Financial Consults. Mr. Hamilton is a published author of numerous articles on wise financial planning and is also active in mentoring other estate planning attorneys in their professional development and personal fulfillment.
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40 Oak Hollow, Suite 340 Southfield, Michigan 48033
