Skip to content

About

Our Story

True wealth is more than money.

It’s never too early to begin thinking about retirement. We help our clients design a plan that’s consistent with their dreams and values — for today and tomorrow — and help pass on to their loved ones what’s important.

We have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed.

We’re very hopeful for an opportunity to discuss your retirement strategy so you can learn firsthand how we can be of benefit.

There is no one “best place” to allocate your retirement resources because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement nestegg.

Who you work with

The person behind the plan

Alan Trotsky

Alan Trotsky

Insurance and Retirement Specialist

Alan Trotsky has been a financial professional for over 40 years. Prior to entering the insurance industry, Alan worked as a CPA serving clients with tax and financial planning. He also has experience providing consulting services to numerous businesses in various industries.

For over 10 years, Alan has transitioned to helping individuals and businesses with their insurance and financial needs and is licensed in the State of Michigan.

Alan works extensively with those on Medicare and specializes with their Medicare options and choices. He also assists with Social Security planning as well as other Insurance needs.

As an independent agent, Alan represents many major companies and offers a wide array of product options such as Medicare supplement and advantage plans, prescription drug plans, Life and Health, Annuities, and others. Alan’s promise is to assist you in finding the best product at the best prices based on your needs.

When Alan is not assisting his clients, he enjoys spending time with his family including his two grandchildren, which keeps him quite busy. He also enjoys following the local sports teams and is a big college and professional football fan. He also likes to exercise by riding his bicycle whenever he has the chance. He has lived in the metro Detroit area for over 40 years.

Alan earned a Bachelor of Science degree from The Ohio State University and an MBA in finance degree from Wayne State University.

(248) 761-2667 alan@trotskyinsurance.com

How we help

Advice that starts with understanding you

One representative, start to finish

An office on Orchard Lake Road and forty years in metro Detroit. The person who reviews your options is the person who answers when you call back in March.

Education before enrollment

You should understand why a plan fits you well enough to explain it to your spouse. If you cannot, we have not finished.

A planner's read, not a sales pitch

Alan is a former CPA. Medicare decisions get looked at next to your taxes and your retirement income, because that is where they land.

No cost to you

Reviewing your options costs nothing, and plan premiums are the same whether you enroll through an agent or on your own.

True wealth is more than money.

Start with a conversation. No cost, no pressure, no obligation to continue.

Talk to Alan