Broker Check

Ann Arbor Office

3300 Washtenaw Avenue,

Suite 225
Ann Arbor, MI 48104

Product Implementation

Product needs vary from person to person. We’ll work with you to ensure you’re covered for whatever life throws your way. Things like:

  • Long Term Care Insurance: Cover the costs of care for a chronic medical condition and protect your savings and assets by acquiring longer term care insurance.
  • Disability Income Insurance: Secure income during unexpected events, accidents, and disabilities. With DI Insurance, you will earn up to 45% – 65% of your insured gross income on a tax-free basis.
  • Retirement Planning: How much money do you need to retire? Let’s talk about your retirement goals and financial outlook to help you figure out retirement.
  • Stock Option Review: Manage your investments in such a way that you can meet your needs today, while also putting yourself in a position to live how you want later.
  • Estate Planning: Organize your records, correct titles and beneficiary designations, plan asset allocation, and map out the future of your estate.
  • 401(k) Rollovers: Is a 401(k) rollover right for you? Let’s talk about fees, the rules of your 401(k) plan, and compare your 401(k)

Here’s what you can expect when you work with us:

  • Help develop solutions to address specific product needs
  • New account setup and monitoring
  • Administration of client account
  • Product review as needed
  • Help protect your future with life, disability income, and long term care insurance


Have a Question?

Thank you!