How do I get started?
Helping clients protect their families’ financial future is the most important work I do. I don't sell insurance, sell annuities, or put assets under management. Instead, I ask questions, listen, advise, then develop a comprehensive estate plan that meets your specific legacy needs. Let me help you plan ahead.
A good start is to download my Estate Planning Information questionnaire. It's a Word DOC file you can use to collect the information we'll need for your comprehensive estate plan. Then, call me at 734-827-9450 today to schedule your no-cost, no-obligation consultation.