Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, I can provide personalized service and investment strategies that have proven themselves over the long-term. Let's discuss your goals during a financial review.
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Social, educational, recreational and wellness programs for adults 60 and over in Grand Traverse County. Locations in Traverse City, Acme, Interlochen, Fife Lake and Kingsley.