Our plans help you answer two questions: Do you have enough to retire and to retire comfortably?
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. If you would like more information on the value of working with a financial planner, click here
Lou helps clients answer two questions: 1) Do you know exactly how much money it is going to take for you to retire comfortably 2) to remain comfortably retired? As a board CERTIFIED FINANCIAL PLANNER™ professional, Lou provides...
Branden’s career in the financial industry began with Plante Moran Financial Advisors in 2016, after receiving his degree in Finance from the Eli Broad College of Business at Michigan State University. He then moved on to work...
3121 University Drive Suite 180
Auburn Hills, MI 48326
44315 Plymouth Oaks Blvd
Plymouth MI, 48170