Connor J. Kin is a Financial Planner with Michigan Financial Companies, a Detroit-based financial firm focused on comprehensive planning to address today’s needs and tomorrow’s goals. Dedicated to meeting each client’s aspirations, we will plan your financial life moving forward through in-depth strategies and analysis, all based upon what is most important to you.
Services include financial planning and analysis, investment management, and identifying proper protection needs for you and your family.
Education
- Northwood University
- Bachelor of Business Administration - Finance
Personal Data
Connor is a lifelong Metro Detroiter and resides in Canton, Michigan. He is a proud alumnus of Northwood University and was a member of their baseball team competing at the NCAA Division II level. When not at the office, Connor enjoys spending quality time Up North with family and friends, watching the Detroit Lions on Sunday’s, and listening to his vinyl record collection.
Professional Designations
- FINRA Series 7
- FINRA Series 66
- Variable Annuities
- Life, Accident, and Health Insurance
I manage many aspects of your financial picture including:
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As a Financial Planner and Fiduciary, it is my obligation to serve my client’s best interests and provide unbiased, honest advice. Building a financial plan focused upon what is most important to the client is the first step towards achieving their goals. Our relationship is one where collaboration is key towards planning for a future to be proud of. Outside of my duties as a Financial Planner, I also act as a Behavior Coach to ensure my clients maintain course for their most important long-term goals.”
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Frequently Asked Questions
Osaic Wealth, Inc. is our Broker-Dealer, essentially a parent company to our firm Michigan Financial Companies. They handle our online systems, compliance, and other regulatory services.
No question is too big or small. Contact Mike and Connor directly over email or phone. We do our best to get back to our clients within 24-48 hours.
Depending on the type of account and where it is held, there are usually three options. Our primary recommendation is eMoney. This is where your financial plan is held and where you can view all your accounts in one location. The other options are eQuipt or the carrier’s direct website. Please refer to your Client Website Access Guide for assistance.
The type of account you have dictates where your money is being held. Money in accounts that are directly managed by Mike and Connor are held at NFS (National Financial Services). For non-NFS accounts, money is held directly at the carriers we work with.
Your financial plan is viewable on eMoney. Please reference your Client Website Access Guide for more information.
We understand a financial plan is a living, breathing document, and there will constantly be changes occurring. Contact us to schedule a meeting to discuss this change!
Referrals are the highest compliment we can receive! In the left pocket of this folder there is information documenting us and our financial planning process. If you think someone would benefit from having a conversation with us, please reach out to us directly and feel free to pass along their contact information.
We are comprehensive financial planners with expertise in many areas including investment portfolio management, life and long-term care insurance, education planning, estate planning, and tax analysis.
We are held to a fiduciary standard with all our clients. We are bound to act in your best interests above anyone else and provide impartial, honest recommendations.
We meet with our clients on a regular basis. The complexity of the case dictates how often we schedule our Review Meetings; we will have these meetings 2-4 times a year. Don’t forget that we are always available when questions come up in between our regularly scheduled Review Meetings!
Our favorite clients to work with are those ready to listen, learn, and implement strategies which can make an impact to their financial picture over time. We enjoy working with those who value relationships, as we believe it is the most vital component to a financial plan.
Mike’s favorite dog breed is an American bulldog. He hopes to have one someday. Connor’s favorite dog breed is the goldendoodle. He grew up with one as a kid. Let us know if you got this far on the FAQ sheet and what your favorite dog breed is!
As financial planners, we have a network of contacts we are happy to refer you to including CPA’s, Estate Planning Attorneys, Real Estate Agents and other professionals.
Your information is secure. Whether it is documents signed to open an account, your information on eMoney, or any correspondence through email, we use high-level encryption and take our clients’ privacy very seriously.
While Zoom is very convenient for us and for our clients, we do enjoy in-person meetings too. At the end of the day, we are flexible and happy to meet in either fashion.