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Jonathan D. Arntz, CFP®

Cedar Brook Financial Partners

6960 Orchard Lake Rd
Ste 120
West Bloomfield, MI 48322
Phone: (248) 538-1616

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Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Life Planning
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Special Needs
  • Personal Taxes

 

How Planner Charges

Considerations: We offer basic, intermediate, and advanced programs

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