Broker Check

(248) 982-6148
7 West Square Lake Road
Bloomfield Hills, Michigan 48302
*by appointment only


 LinkedIn 

Products and Services

We provide assistance in the following areas:

Investments:

Fee-Based Management

  • Mutual Funds
  • Equities
  • Fixed Income
  • Unit Investment Trusts
  • Variable Annuities
  • Fixed Annuities
  • Individual Retirement Accounts
  • 529 College Savings Plans
  • Employer- Sponsored Retirement Plans
  • Certificates of Deposit
  • Real Estate Investment Trusts
  • Structured Products
  • Business Development Companies
  • Exchange Traded Funds

Investor Service

  • Comprehensive Financial Planning
  • Retirement Planning
  • In-Retirement Income Planning
  • Navigating Your 401K/IRA Rollover 
  • Estate Planning
  • College Planning
  • Account Consolidation 
  • Life Insurance Reviews
  • Employee Stock Option Planning

Insurance

  • Life Insurance 
  • Long-Term Care Insurance
  • Disability Insurance
  • Healthcare In-Retirement
  • Health Insurance