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Motor City Office
Auburn Hills, MI

Motor City

Call Us: 248-499-8704

Music City Office
Franklin, TN

Music City

Call Us: 615-567-3056

Financial Planning

Financial planning allows our team to enhance your life by helping to provide financial clarity and investment confidence, while preserving, protecting and growing the wealth you've built.

What is Financial Planning?

Our financial planning process is customized to your needs and will help you answer two questions:

  • Do you know exactly how much money it is going to take for you to retire comfortably? And to remain comfortably retired?
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How to Choose an Advisor

We believe there are 4 criteria to evaluating an investment firm:

  • Firm type
  • Compensation model
  • Investment strategy
  • The team
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Women & Investing

Our team recognizes that not everyone's circumstances and life experiences are the same.  Our financial plans for women are built to give confidence today and tomorrow.

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