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Daniel H. Boyce, CFP®

Center for Financial Planning

40 Oak Hollow St
Ste 125
Southfield, MI 48033
Phone: (248) 948-7900
Fax: (248) 948-1008

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Household Income Minimum: $100,000
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Life Planning
  • Retirement

 

How Planner Charges

Considerations: Size of portfolio; complexity of planning needs

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