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Jason S. Close, CFP®

Capelli Financial Services

40950 Woodward Ave
Ste 140
Bloomfield Hills, MI 48304
Phone: (248) 594-9282
Fax: (248) 594-5751

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Household Income Minimum: $250,000
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Men's Finances
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.