Wealth Trac Financial of Beverly Hills

Wealth Trac Financial of Beverly Hills is a financial planner in Beverly Hills, MI, offering comprehensive wealth management services tailored to individuals across Metro Detroit. The firm specializes in retirement income strategies, estate planning, tax-efficient investing, annuities, life insurance, and asset protection, with a focus on creating personalized, long-term financial plans. Founded in 2007, the firm serves clients at all stages of life, from those approaching retirement to those already retired, helping them achieve financial independence through customized strategies. With a 5.00 rating and a strong client reputation, Wealth Trac Financial is known for its commitment to empowering clients with clear, informed decision-making.

The firm’s approach centers on individualized planning, emphasizing education and transparency. Led by Kurt Fillmore, a Certified Financial Fiduciary® and founder, the team prioritizes understanding each client’s unique goals, risk tolerance, and financial circumstances. Their philosophy is rooted in experience and knowledge, with a mission to help clients build secure, sustainable financial futures. Services include retirement income planning using insurance and annuity products, tax-advantaged strategies, IRA and 401(k) rollovers, and legacy planning. The firm also collaborates with trusted professionals in trusts, probate, charitable giving, and tax planning to provide holistic financial guidance.

Wealth Trac Financial is located at 30777 Telegraph Road in Franklin, MI, situated along a major thoroughfare in the area. The business operates within a community setting, serving residents throughout Metro Detroit with a focus on long-term financial wellness and security.