trustworthy and dependable planning
About us.
Get started with our process
Our Simple and Effective Process
Take the first step to more confidence in your retirement. We utilize a simple yet effective approach to retirement planning to provide resources that each and every client can leave with exactly what they were looking for. Read below to learn about each step in our process.
initial meeting
Initially, we will meet to brainstorm what your dream retirement looks like and how we can help. Our goal is to end the meeting with a complete understanding of all your goals, wants and needs for retirement. Plus, we want to get an idea of your current lifestyle to ensure the plan we create together ticks every single box for you!
plan it out
Next, we will come up with a plan together that incorporates our services and your needs. At Sure Life Financial, we pride ourselves on creative and dependable retirement planning. During this step, you will see our creativity in action and will get the overall say in what option you would like to pursue.
implement
Once we have agreed on a plan of action, we can finalize all the details and get the plan in motion. During this last step, you should feel 100% confident in your new plan and how it will work for you. If you have any last-minute questions or concerns, do not hesitate to bring them up!
get your complimentary consultation
We value your time and the wealth you have worked to accumulate throughout your life. At our first meeting we will discuss your wants and possible ways that we can help protect your existing money while growing it for the future! We can’t wait to meet you and learn about your unique story.
(248) 266-5757
Meet the team at Sure life financial
Patrick Yono - Founder/CEO
Patrick holds both a bachelor’s and master’s degree and is a proud alumnus of Clemson University. Patrick has enjoyed a magnificent career working all over the country and in Canada. He founded Sure Life Financial to fulfill his dream of creating a truly unique company, under God’s Divine Guidance, to help as many people as he can find true clarity and happiness in retirement. Through God’s Gracious Mercy, he has enjoyed unparalleled success in his career and desires to use his knowledge and expertise to protect his clients and help them achieve goals they could never dream of achieving on their own.
Patrick is most passionate about serving his Lord and Savior Jesus Christ and helping as many people as he can find true happiness through Him. Patrick takes great pleasure in really getting to know his clients and considering only their needs when developing their custom-tailored retirement plan. He is blessed with a beautiful wife and three beautiful children, for whom he is eternally grateful.
Tamara Yono
Operations Manager
Rita S. Soka
Attorney, Adjunct Professor, and Founder
and Principal of Soka Law, PLLC.
Kaydence Marrogy
Law Clerk – Case Strategy Coordinator and Legal Researcher
Donika Dedvukaj
Law Clerk – Case Strategy Coordinator and Legal Researcher
Alana Kas Shamoun
Intern – Legal Research Fellow and Pre-Law Program Associate
Christina Samona
Legal Assistant – Client Relations & Docket Manager
explore your options with us
Our goal is to provide you with critical knowledge and the tools needed for your retirement journey.
