Financial planning that smplifies your life

 

Where are you at financially?   Our initial an review will help you answer these questions, and work toward a practical direction. 
 
With over 38 years of experience in the financial service industry.  A relaxed educational process, that takes you where you want toward  financial stability & peace of mind. 
 
Our belief, that better financial decisions are made through an educational process, research, state of the art tools, products and services.
 
Lets understand your financial situation. You visit a health care professional to stay healthy.  To change the oil you take your car to the mechanic. Your financial future deserves the same care from a experienced professional.
 
You don't need to know about dollar cost averaging or RMDs. You just need to be an expert in you! Establish goals plan for them.
 
Many years of experience cover the field(s) of:
 
Comprehensive Financial Planning
Retirement Planning
IRA’s, Roth, SEP and Simple
Rollovers, IRA's, Consolidations
RMD, Required Minimum Distribution
Insurance and risk Management
Business Insurance, Auto Home & Personal Umbrella
 
Complex finance becomes easy.  We'll help you organize an effective  plan then put it into action. Peace of mind and security in your retirement years.
 
Financial planning that simplifies your life.
 

        

 
 

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Michigan Licensed Insurance Agent - License number 0073423