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Patricia M. Dillaman, CFP®, CRPC®

Sovran & Dillaman, LLC

10559 Citation Dr
Ste 207
Brighton, MI 48116
Phone: (810) 220-4900
Fax: (810) 220-4965

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Annuities
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Limited Partnerships
  • Getting Divorced
  • Mutual Funds
  • Insurance
  • Real Estate
  • Retirement
  • Long-term Care
  • Sudden Wealth
  • Nontraditional Households
  • Personal Taxes
  • 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.