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Thomas M. Palka, CFP®

The Money Shift

PO Box 246
Roseville, MI 48066
Phone: (248) 467-1493

Toll-free: (877) 984-6300

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

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges
N/A

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