Enjoy the
Dream
of Retirement Income
Our financial planning process helps you take the first step toward achieving your goals through customized strategies. We identify your core values, set short and long-term financial objectives, and collaborate with your advisors to explore options and create recommendations. A comprehensive plan covers your overall financial picture, including risk management, investment, retirement, tax, and estate planning. Starting early maximizes your chances of success.
AS SEEN ON
AND FEATURED IN
RETIREMENT BE TOO BIG?
HERE’S OUR STORY.
WE LOOK FORWARD TO
HEARING YOURS.
We’re committed to helping you work toward achieving the retirement you want. We do this by providing guidance to help you develop an overall retirement income strategy, and offering a variety of insurance products to help you work toward your financial independence.
Carl D. Gill
PRESIDENT
Carl has worked in the financial services industry for more than 30 years with such firms as Dean Witter, Leonard and Company, and First of Michigan. Through attention to relationship building and excellence, Carl has built a solid practice over the years, expanding his business through programs, workshops, seminars and referrals from clients.
WORKSHOPS
Coming soon…
Tuesday, October 21, 2025
RETIREMENT WORKSHOP
Tuesday, October 28, 2025
6:30pm
Loccino Italian Grill & Bar
5600 Crooks Road #106
Troy, MI 48098
Tuesday, November 11, 2025
6:00pm
151 E Big Beaver Road
Troy, MI 48083
Monday, November 17, 2025
6:00pm
Somerset Inn
2601 West Big Beaver Road
Troy, MI 48084
Thursday, November 18, 2025
1:00pm
Somerset Inn
2601 West Big Big Beaver Road
Troy, MI 48084
Tuesday, December 2, 2025
6:00pm
151 E Big Beaver Road
Troy, MI 48083
Tuesday, December 16, 2025
6:30pm
17440 Hall Road
Clinton Township, MI
PARTNER WITH ASSET
PRESERVATION CAPITAL.
In an effort to increase financial literacy among youth, Asset Preservation Capital and the Motor City Cruise will partner to bring local schools to one of the three Motor City Cruise Education Day games through a generous ticket donation. Following attending Education Days, Asset Preservation Capital and the Motor City Cruise will host a Detroit Basketball-themed assembly at each school which will feature Motor City Cruise personalities and focus on financial literacy.
Fill out the form below to schedule an appointment.
3331 WEST BIG BEAVER ROAD
STE 118
TROY, MI 48084
PHONE: 248.649.4759
FAX: 248.649.5717