Focus: Insurance Strategies, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Risk Management Strategies, Estate Planning
I offer an analysis of your current financial situation and help you:
- Identify financial goals and concerns
- Illustrate what is being done to reach your goals and deal with concerns
- Identify gaps, if present, and offer solutions to help fill them.
John Carroll University
3000 Town Center Suite 3100
Southfield, MI 48075-1102