About Us |
Don Wilson | Asset Protector
Don is a highly motivated financial professional who has a passion for helping clients maximize their retirement by eliminating risk and guiding people through their transition out of work. He advises members of the public and private sectors with a special focus on civil service retirement systems. He is an expert on pension calculation and retirement analysis. Clients say he excels at communicating and explaining complex or confusing concepts and making them simple and easy to understand.
Don understands the employee benefits landscape and has a talent for clearly translating critical details to clients. He has worked as a benefits consultant for federal employee unions and conducted countless new employee orientations, benefits presentations, meetings, and ERISA-approved training. Don is the founder and CEO of Civil Benefits Group, a financial services firm proudly licensed and operating in 15 states. Through executive positions at national carriers, he has managed teams responsible for both group and individual benefits. Don leads a consortium of colleagues, competitors, and clients who meet regularly to compare notes and learn how to constantly improve client outcomes. His practice focuses on helping pre-retirees and retirees avoid the most common financial mistakes and making sure that your money works as hard for you, as you do to get it! As a final note, Don was a Lieutenant with the Detroit Police Department for 20 years protecting and serving his community, and that tradition continues in the financial services space. For federal business include CAGE Code 8Q9P9 |
Our Services
What we do for clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
We Love To Meet New People!
Contact Us
MAIN OFFICE
455 E. Eisenhower Parkway Suite 300 Ann Arbor, MI 48108 |
EMAIL
[email protected] |
CALL US
(248) 825-8052 |
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