Our Ideal Client
Have you ever entered into a relationshop that you wondered if it was the right thing to do, only to find out later that it wasn't? This page is designed to help avoid that type of situation. Please take a moment to answer the following questions:
- Would you rather spend time with your family and friends, than worrying about your finances?
- Would you like to let someone handle your finances, but are worried about ulterior motives?
- Are you worried that you can't afford to hire a qualified financial person?
- Are you planning on retiring and would like help with the transition from someone who has experience with both pre and post retirement planning?
- Would you like to learn to live a more stress-free life?
If you answered "yes" to any of these questions, we can help. We've been in the financial planning community for more than 30 years, and are active board members of the largest non-profit financial planning community in Michigan, the Financial Planning Association of Michigan (www.fpami.com). If we can't help you personally, we will find someone who can.
