8275 Holly Road, Suite 2
at Waddell & Reed
8275 Holly Road, Suite 2Grand Blanc, MI 48439
115 West Broad StreetChesaning, MI 48616
Your retirement is my business.
Whatever your ideal retirement looks like, I can help you prepare.
Get financial benefits for you and your employees
Your business has unique needs, and I have the resources to support you, your business and your employees.
Understanding the SECURE Act
18 Years Worth of Days
What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, I can help you make a plan to pursue your goals.
Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.
I offer a full library of resources to help boost your retirement planning and financial knowledge.
Is a SEP-IRA Right for Your Business?
How to Appeal Your Property Taxes
What's My Potential Estate Tax?