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Jeffrey R. Hoenle, CFP®, CRPC®, AEP®

Jeffrey R. Hoenle, CFP®, CRPC®, AEP®

President and Co-Founder

  • Accredited Estate Planner(R) 
  • Investment Advisor Representative and Registered Representative
  • Licensed Insurance Agent offering Health Insurance, Long Term Care Insurance, Life Insurance and Annuities
  • Wayne State University, Graduate, Management Program
  • Oakland University, Instructor, Certified Financial Planning Program Certificate Program
  • Instructor at Oakland University teaching Estate Planning and Financial Planning in the CFP(R) Certification Program
  • Chief Executive Officer and Educator for the Advanced Planning Educational Group, Inc.
  • Member of the Financial & Estate Planning Council of Metropolitan Detroit, Inc.
  • Over 24 Years of Independent Financial and Insurance Consulting to Michigan Families