Robert B. Hurd, ChFC, LUTCF

Robert B. Hurd, ChFC, LUTCF

Investment Advisor Representative

Phone: (269) 781-7199
Fax: (269) 781-7299
E-mail:


Objective

My commitment is providing inclusive financial strategies to my clients while educating them to help give a better understanding of the rationale behind setting financial goals and preparing for the future. On a daily basis, I strive to assist each person I meet in setting and obtaining their individual financial goals. By working closely with my clients and building a personal relationship, I am able to be of assistance as we implement their plans to secure their future and the future of their families. My goal is to help business owners, individuals, and families design the right strategies to keep them financially sound and confident. Most importantly, I hope I make a positive difference for each of my clients.


Professional Specialties
Personal and Business Insurance Planning

  • Long-Term Care Insurance
  • Life Insurance
  • Disability Income Insurance
  • Retirement Funds and Strategies
  • Personal Financial Analysis
  • College Funding Strategies
  • Business Succession Planning

 


Personal and Business Investments

  • Mutual Funds
  • Annuities
  • IRA's: Roth and Traditional
  • 401(k): Rollovers
  • Brokerage Services

 


Professional Qualifications

  • Associates Degree: Kellogg Community College
  • American College: Chartered Financial Consultant designation
  • Life Underwriter Training Council and the National Association of Life Underwriters, LUTCF designation
  • American Management Training Council Graduate
  • MDRT: Million Dollar Round Table

 


Community Investment

  • Exchange Club of Marshall, Former President and Former State President
  • Marshall Area Chamber of Commerce Ambassador
  • CCEPC: Calhoun County Estate Planners Council, Former President and Former Secretary
  • BNI: Business Network International, Treasurer
  • Oaklawn Hospital Benefit Auction Volunteer
  • National Association of Insurance and Financial Advisors
  • Society of Financial Service Professionals, Southwestern Michigan Chapter
  • MMA: Marshall Manufacturing Association

 


Personal Information

  • Married to Sharon for 32 years
  • Proud father of three: Leslie, Jenna & Darrick
  • Happy grandfather fo three: Aleah, Landen & Addilynn
  • 26 years in the financial services business