Ken Schroeder
PRESIDENT, FINANCIAL ADVISOR
Ken became a licensed insurance agent in 1984. At that FMO he worked his way into management and eventually Executive Vice President. Before that company was sold, Ken helped them lead the country in post hospital coverage with annual sales of $35 million in premium. In 2001, Ken then decided to start Estate Preservation Agency.
Ken had a goal of owning an agency where the agents were able to help seniors with all aspects of their needs. Since inception of EPA, Ken has worked to direct a highly proficient management team focused on doing just that. Each agent must be able to help families with their pre and post retirement planning just as Ken does for his personal clients.
Ken enjoys spending time with his wife of 46 years by golfing and traveling to their home near Sarasota, Florida. Fishing, boating, and spending time with his 3 sons and 5 grandchildren keeps him busy while not at work. As a financial advisor Ken is able to work with a select number of clients and truly spend time with them making sure they are 100% covered for all the unexpected thing’s life can throw at them so they too can enjoy their families and lives both before and beyond retirement.
We are here to help. We welcome the opportunity to meet in person, by phone, or video conference. Schedule with one of our advisors directly on our calendar, or send us a message and one of our founders will contact you.
We are here to help. We welcome the opportunity to meet in person, by phone, or video conference. Schedule with one of our advisors directly on our calendar, or send us a message and one of our founders will contact you.
Toll Free: (888) 333-3721
Phone: (248) 427-0240
Fax: (248) 427-0250
8571 W. Grand River Ave.
Suite #800
Brighton, MI 48116
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Estate Performance Advisors L.L.C. is not licensed to sell insurance products. Any recommendations for insurance products may be offered through Estate Preservation Agency Inc. Neither corporation is affiliated or endorsed by the IRS, Social Security Administration or any governmental agency. All logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Estate Performance Advisors. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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