(248) 634-7720
Retirement Plans
Understanding your employer retirement plan and your investment choices.
Employer Stock Plans
Strategies for maximizing your stock options with your current employer.
Consolidation of 401(k)’s
Consolidate old employer retirement accounts into one.
Education Planning
We will work with you to develop strategies that are appropriate for your education saving needs.
Life Insurance
Protecting your loved ones in the case of a major tragedy in your family.
Tax Planning
We will work with you and your tax advisor to develop strategies that are appropriate for your individual tax situation.
Estate Planning
We will work with you and an estate planning attorney to develop a plan that is appropriate for you and your family.
Fiduciary
A duty of putting your interest ahead of our own.