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Kelly L. Higgins, CFP®, CPA

Wealth Management Services, LLC

42714 Woodward Ave
Ste B
Bloomfield Hills, MI 48304
Phone: (248) 334-9600
Fax: (248) 334-9603

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Household Income Minimum: $70,000
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • 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.