Joe Betcher, RFC
Joe Betcher, Founder and President of Betcher Financial Group, has a passion for helping people secure their financial futures. His interest in retirement planning began shortly after he graduated from Romeo High School, when he began building the foundation for his financial career. From there Joe completed all licensing and educational requirements with The American College, School of Financial Planning, to make Betcher Financial Group a full service financial advisory firm. Over the last 20 years, through hard work, mentors, and his desire to find a way to best help others, Joe developed his successful business strategy. Through this safe investment strategy, Joe is able to help his clients succeed by delivering upon the promises he has made. This high level of client satisfaction has resulted in numerous lifelong relationships. Joe is motivated by giving back to the community, and working with several local charity's. As a husband, and father of two, Joe has always understood the importance of protecting his clients and their families financial future.
Throughout Joe’s career, he has earned various achievements for his accomplishments. Some of these include the Line Leader Award for Ohio National Financial Services, Life Member of Top of the Table MDRT since 2010. Joe also became the youngest Metlife Chairman’s Council qualifying member in Metlife history. Due to Joe’s winning strategy, he has solidified his place as Ohio National's top advisor. Joe has led 3 major US based insurance companies in personal production multiple times throughout his career.
Investment advisory services offered through Securities America Advisors, Inc
Director of Operations
Allan obtained his BBA in Finance and Marketing from the University of Michigan. He began his Financial Services career with Strategic Financial Group over 20 years ago. Allan has served in leadership roles with Western and Southern Life and Transamerica Agency Network spanning over the last 15 years. He holds his series 6, 63, 26 and health/life insurance licenses. He has coached and mentored numerous advisors throughout his career, allowing them to have meaningful financial services careers helping clients and their families.
Allan and his wife Julie of over 27 years, live in Clio and have 3 children. He is an avid outdoorsman and enjoys coaching and playing hockey. He volunteers with many local charities and is a board member of the University of Michigan Alumni Club.
Throughout his 20 year career, he has earned various achievements and awards and looks forward to helping his advisor team offer you a superior customer experience.