Broker Check

42714 Woodward Ave, Suite B, Bloomfield Hills, MI 48304

  • P. 248.334.9600
  • F. 248.334.9603

Services

  • Managed Asset Plans – For professional fee-based portfolio management through LPL Financial.
  • Tax-Advantaged Investing – To help manage your tax liability and let more of your money work for you.
  • Financial Planning* – Setting financial goals, developing and implementing financial strategies and monitoring your progress in the areas of Cash Management, Risk Management, Accumulation goals, Retirement, Estate Planning and Business Succession.
  • College Planning – Long term planning to worked toward being ready when your children are.
  • Retirement Planning – Designing an investment strategy to help you pursue your retirement goals.
  • Estate Planning – For preservation of wealth from generation to generation.
  • Business Succession Planning – Advanced planning techniques for closely held businesses.
  • Risk Management – Long Term Care, Life Insurance and Disability, to plan for you and your heirs are taken care of.
  • Cash Flow Analysis – For everyday budgeting.
  • Investment Portfolio Analysis – To keep you informed of how your investments are performing and to make adjustments when necessary.
  • Annual Portfolio Reviews – To review your current holdings and help you make any necessary changes or adjustments.
  • Fiduciary Consulting Services – Focusing on clients who are responsible for large pools of assets and assisting these clients with fulfilling their fiduciary responsibilities.
  • Online Account View – Online access to LPL Financial accounts.
  • Online Account Aggregation – Providing a website for a consolidated view of our client's entire personal financial portfolio.
  • Trust Services - High quality professional trust services including custody, asset management and administration.
*Financial planning offered through Wealth Management, LLC. a Registered Investment Advisor.