Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $150,000
Investable Asset Minimum: $100,000
Specialties
- Arbitration & Mediation
- Budget & Debt Management
- Comprehensive Financial Planning
- Attending College
- 401(k)/403(b)/IRAs
- Buying a Home
- Charitable & Planned Giving
- Annuities
- Banking
- Asset Allocation
- Cross-border Planning
- Career Change
- Business Taxes
- Disaster Recovery
- Estate Planning
- Investment Management
- Corporate Finance
- Employee Benefits
- Getting Divorced
- Irregular Income
- Getting Married
- Identity Theft
- Mutual Funds
- Insurance
- Real Estate
- Job Loss
- Minority Financing
- Retirement
- Stocks & Bonds
- Life Planning
- Startup
- Succession Planning
- Starting a Family
- Long-term Care
- Medical & Health Issues
- Sudden Wealth
- Men's Finances
- Nontraditional Households
- Special Needs
- 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.
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51685 Van Dyke Ave
Shelby Township
MI
48316
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Select
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51685 Van Dyke Ave
Shelby Township
MI
48316
|
|
Select
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51685 Van Dyke Ave
Shelby Township
MI
48316
|
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