We provide the following services for the Detroit metropolitan area.

Download of our disclosure agreements.

   Financial Management

     We examine your personal situation, identify specific financial objectives and make recommendations.

   Retirement Planning

    We help answer your financial questions like 'When can I retire?" 'Will I outlive my resources?'

   College Funding

      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.

    Estate Planning

       We help clients  develop a plan for the transfer of assets, allowing for tax minimization.