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WHO WE ARE

We’re an independent Registered Investment Advisor (RIA) and wealth management firm. Our financial advisors are held to the highest fiduciary standards and work exclusively for you the client.

WHAT WE DO

We specialize in helping you prepare financially for the transition to retirement. The goal in retirement is to preserve and sustain wealth. For most, accumulation of wealth is no longer the focus.

WHO WE HELP

Pre-retirees, retirees and their heirs. At Direct Financial, our focus on retirement and wealth transfer puts us in an advantageous position to approach such challenges with experience and skill.

Get Your Financial Plan Started TODAY!

HAVE QUESTIONS ABOUT PLANNING FOR RETIREMENT? LET US HELP YOU.

WEALTH MANAGEMENT WITHOUT BOUNDARIES.

Direct Financial Defined

At Direct Financial, we understand that retirees face many important decisions that affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, and rising health care costs. In addition, taxes are by far the single largest expense facing retirees.

Because over 90% of our clients are pre-retirees or retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill. Our clients appreciate the financial oversight and guidance we provide them.

Rob Shampine - President, Small Business Advisor

“I started Direct Financial with a single mission; provide custom financial solutions and help people minimize their stress surrounding financial matters. Call me old-fashioned, I still believe in personally providing oversight and guidance in all things financial for each and everyone of my clients. My mission remains the same to this day. The only difference, technology now allows me to help more people no matter where they are.”

ROB SHAMPINE • FOUNDER • WEALTH MANAGEMENT ADVISOR • DIRECT FINANCIAL, LLC • ROBSHAMPINE.COM
Bloomfield Hills Michigan Wealth Management Direct Financial Advisors

MICHIGAN

We’re proud to serve the people in the great State of Michigan in person and virtually. We’re your virtual financial advisor no matter what state you live in!

Bloomfield Hills MI Wealth Management Team

PARTNERSHIPS

Wealth management is a collaborative effort. We bring together the team of experts to assure your financial goals are met.

Direct Financial Wealth Management Retired Affluent Couple

VISION

What do you see yourself doing on your journey through your golden years? We can help position your life savings to fund your vision.

LET’S BUILD A PLAN TOGETHER

No matter where you are on your financial journey, we can help you.