We provide the following services for the Detroit metropolitan area.
Download of our disclosure agreements.
We examine your personal situation, identify specific financial objectives and make recommendations.
We help answer your financial questions like 'When can I retire?" 'Will I outlive my resources?'
Taxes and financial aid are part of our consulting services.
We make sure you have adequate insurance to protect your assets. We do not sell insurance or annuity products.
We help clients develop a plan for the transfer of assets, allowing for tax minimization.