Assured Financial Advisors joins RWS Financial Group
Assured Financial Advisors (AFA) is excited to join the RWS family! From our inception at AFA, we have always shared the RWS philosophy about customer care, financial literacy, and helping clients achieve their goals of financial security. In joining the amazingly talented experts at RWS, we now have access to additional resources to better serve our clients needs. RWS has a state-wide presence that will provide a platform for AFA to expand our reach and help more people. Joining RWS allows us to provide the exceptional level of service AFA clients have come to know and love to an even larger network! We look forward to growing together with our friends at RWS!
Sincerely, - Dan, Tom, and Jill
Why Did Assured Financial Advisors join RWS?
When two organizations share the same values and objectives and recognize that together they can achieve more, a beautiful partnership emerges! Assured Financial Advisors decided to join the RWS Financial team to ensure long term success, opportunities for shared resources, and assurance for their customers that their wealth strategies will be supported by an ever growing team of industry professionals. RWS Financial provides depth and expertise that will carry to the next century and beyond.
Meet the Assured Financial Group Team!
Assured Financial Group has been assisting clients in the Bay City area for over 30 years. The team is comprised of Daniel E. Engelhardt, CFP, LIC, MRFC, Thomas E. Kraut, and Jill M. Engelhardt.
Daniel E. Engelhardt CFP LIC MRFC
Dan entered the insurance business with a major life insurance company in 1970 and in 1976 purchased a property & casualty agency. In 1986, he merged his agency with a large P&C agency in the Bay City area and was responsible for the life and financial planning department for the agency.
In August 2000, he formed Assured Financial Advisors, Inc., a financial advisor representative group. The group caters to higher net worth clients and businesses that seek financial guidance and money management services.
Dan obtained his CIC designation in 1988, his CERTIFIED FINANCIAL PLANNER™ certification in 1989, and his LUTCF designation in 1993. He also completed the Mater Registered Financial Consultant exam in 2017. He has been a member of the National Speaking Faculty for the National Alliance since 1990. He is an Investment Advisor Representative of Cambridge Investment Research which allows him to do fee-based financial planning and investment management. He also has his Series 7 securities registration. He was past state president of the Michigan Association of Insurance & Financial Professionals.
Dan enjoys running, golfing, woodworking, and riding his Harley Davidson with his pup Harley.
Thomas E Kraut
Tom is an Investment Advisor Representative of Cambridge Investment Research. who specializes in the areas of Retirement & College Planning, Investments and Insurance. He has a bachelor`s degree in Business Administration from Saginaw Valley State University and is registered in Securities and Variable Contracts with licenses in Life and Health Insurance. He has 22 years of experience in the financial services industry.
Tom enjoys coaching youth hockey and baseball in his spare time when he is not in the outdoors hunting, fishing, or golfing.
Jill M Engelhardt
Jill joined Assured Financial Advisors in December 2010 and has a Communications Degree from Central Michigan University. Jill supports Dan and Tom in day-to-day operations for Assured Financial Advisors clientele.
In her free time, Jill enjoys spending time with her family and gardening.