Retirement made easy

General Info

I have been in the financial planning business for over three decades. My son, Chris, joined my practice many years ago.Since we are independent, and not tied to one company, we can offer investment and insurance products from many different companies so that can fit the specific needs of our clients.We have worked with many people to plan for their retirement so that they will have sufficient income to live on. We also work with small businesses to set up their qualified plans. We also offer complete financial planning and risk management analysis.We have a separate planning service that is for widows and divorced woman, as their needs are different.We continue relationships with our clients to keep them up to date, provide education, ongoing reviews, recommendations and service.

Extra Phones

Fax: 586-263-6952

Hours

Regular Hours

Sat - Sun	Closed

Categories

Retirement Planning Services, Annuities & Retirement Insurance Plans, Financial Planning Consultants, Life Insurance, Long Term Care Insurance

Location

We are located on the west side of Garfield, just south of 19 Mild Road in the River Oaks Office Suites complex. Our suite, which is 209, is located on the back of the buildings.

Neighborhood

Clinton Township

Associations

Members of National Associate of Insurance and Financial Advisors (NAIFA)