Custom Wealth Solutions offers insurance products including life insurance, annuities, and long-term care insurance through licensed insurance professionals. Insurance products are not securities. They are not registered with the Securities and Exchange Commission (SEC) and are not subject to the same regulatory requirements as registered investment products.
The information provided on this website is for general educational and informational purposes only. Nothing on this website constitutes investment advice, a solicitation, or an offer to buy or sell any security or insurance product. Please consult with a licensed financial or insurance professional before making any financial decisions.
Insurance product availability, features, and benefits vary by state. Not all products are available in all states. Product descriptions on this website are summaries only. Please request a complete product outline and disclosure from your insurance professional before purchasing any product.
Any references to past performance, historical results, or projected outcomes are not guarantees of future results. Insurance and annuity products involve risks. The value of certain products, including variable annuities and variable life insurance, may fluctuate based on market performance.
This website may contain links to third-party websites for your convenience. Custom Wealth Solutions does not control the content of third-party websites and is not responsible for the accuracy or availability of information found on those sites. Links do not constitute an endorsement or recommendation of any third-party products or services.
Custom Wealth Solutions is committed to protecting your personal information. We do not sell or share your personal information with unaffiliated third parties except as required to provide services you have requested or as required by law. By submitting any form on this website, you consent to be contacted by our team.
If you have opted in to receive appointment reminder text messages from Custom Wealth Solutions, this section governs how we use the mobile information you provide. Mobile opt-in data and consent will not be shared with any third parties or affiliates for marketing or promotional purposes. The phone number and consent you provide when opting in are used solely to deliver the appointment reminder messages you have signed up to receive. Carrier providers (such as Verizon, AT&T, T-Mobile, and the messaging aggregators that route SMS to them) are not considered third parties under this policy because they are an inherent part of the delivery infrastructure. Message frequency: you can expect up to 4 reminder messages per month, depending on how often you have scheduled appointments. Message and data rates may apply per your mobile carrier plan; Custom Wealth Solutions does not charge you for these messages. You may opt out at any time by replying STOP to any message. You will receive a single confirmation message and then no further texts unless you re-enable by replying START. You may reply HELP at any time for information on the messaging service, or call us at (734) 844-3400.
For questions about these disclosures or our services, please contact us at: Custom Wealth Solutions 41081 Ann Arbor Road Plymouth, MI 48170 Phone: (734) 844-3400 Email: info@customwealthsolutions.com