Ann Arbor, MI | Detroit, MI | Novi, MI
Also known as: feeonlyplanner
I offer my clients a complete range of Wealth Management services and the advantages of providing one source for Financial Planning, Investment Management and Tax Planning and Preparation. I have over twenty years experience in the personal finance and tax industry and work strictly on a Fee Only basis. No products are sold and commissions or any other compensation not paid directly by the clients are strictly forbidden. email phone -- Specialties I specialize in working with successful professionals. Comprehensive, Financial, Planning, Retirement, Investment,Tax, Estate, Stock, Options, CFP, CPA, Finance, IRAs, IRA, Roth, Rollovers, Rollover, Insurance, College, , mutual, fund, ETFs, ETF, exchange, traded, funds, muni, , NAPFA, Fee Only, Indexing
