Focus: Insurance Strategies, Business Owners, Retirement Income Planning, Group Benefits, College Funding Strategies, Risk Management Strategies, LGBTQ
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 fill them
We all play many roles, and here are a few of mine: I am a PTA mom, a daughter, a mentor, a business owner, and a friend. I have similar goals to many of yours. I want to be able to send my son to excellent schools. I plan to retire at a reasonable age, so I can travel, spend time with family, and friends, and hopefully be blessed with a few grandkids one day. I think many of us just want to enjoy the life we work so hard to create, and I want to provide the tools to help others do so. Ã‚ In my free time I enjoy spending time with my family, being of service in my community, and outdoor activities.
3000 Town Center Suite 3100
Southfield, MI 48075-1102