What we cover
Financial Services Available in Detroit
Financial Planning & Wealth Management
Comprehensive financial planning, investment management, and retirement strategies.
Auto Industry Benefits & Retirement
UAW pension, GM/Ford/Stellantis employee benefits, and auto industry retirement planning.
Tax Preparation & Planning
Individual and business tax preparation and year-round planning.
Mortgage & Refinancing
Home purchase mortgages and refinancing from local brokers.
Insurance Review
Life, disability, and long-term care insurance review.
Business Financial Planning
Financial planning for Metro Detroit’s large small business and supplier community.
Auto Industry Benefits Are a Specialist Planning Area
Metro Detroit’s economy is deeply tied to the auto industry. GM, Ford, Stellantis, and their vast supplier networks employ hundreds of thousands of people in the region, many with complex compensation structures including UAW pension benefits, ESPP programmes, deferred compensation, and legacy retiree benefits. A financial advisor with specific auto industry expertise will serve Metro Detroit residents significantly better than a generalist unfamiliar with these benefit structures.
- SEC, FINRA, or Michigan state registration verified
- CPA licence verified for tax professionals
- NMLS registration verified for mortgage brokers
- No active disciplinary proceedings
- Locally based in Detroit or Metro Detroit
Coverage