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Our combination of experience, professionalism and access to a wide variety of financial products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement, social security, college, or whether you’re simply looking for life insurance protection, we promise you a new level of attention, insight, and capability.

Meet Our Team

Yudi Rosenzweig

(248) 324-9308

(248) 324-1972

Yudi Rosenzweig has been in the financial and insurance business since 1996. He enthusiastically assists his clients in choosing effective insurance and investment products to help fit their financial obligations and protect their families in a time of need. Yudi specializes in the following areas: Individuals and Families, Retirement Programs, Business Continuation, Executive Fringe Benefits, and Social Security Strategies.

Yudi is a proud father of two sons and is married to the woman of his dreams. Yudi lost his mother at an early age and as a result has always been concerned about his father’s wellbeing especially when he entered the mature marketplace. Educating seniors about maximizing their social security benefits has always been his passion and he is not shy about it. Yudi believes that 60 is the new 50 but the government does not subscribe to that philosophy. He believes that everyone should know their options to properly prepare for the future.

Stuart Egrin


Stuart has been in the financial services industry since 1982. He is a graduate of the University of Michigan and holds the CLU and ChFC designations from the American College. He has passed the Series 4, 6, 7, 24, 26, 63 and 65 securities registration exams, and has the Michigan Life and Accident and Health producer licenses to go along with the Michigan Life Insurance Counselor license.  Stuart is a lifelong resident of Michigan and has been married to his wife Carol for over 36 years. They have two children: Adam and Allison. He is an avid ice hockey player.