If you want to learn more about protecting you and your family, we can help. We provide several different places to get started, depending on your current comfort and knowledge level:

Learn More: If you are just getting started, review the items listed on the right for initial consideration.  To find out more about us by click on our Client Welcome Book. And to learn more about estate planning review our library

Attend a Workshop: This is the best way to learn more about how we work with our clients to protect their families and their wealth. You’ll get to hear more about estate planning while also getting to know us a bit too. All of our workshops are free to attend. Click here for more information and upcoming workshop dates.

Schedule a Client Orientation Meeting: This is generally a one to two-hour educational meeting to discuss your goals and planning scenarios available. Click here to schedule an appointment.

 

Getting Started

Click Here to Get Started:


    Goals Worksheet


    Personal Information Worksheet


    Existing Plan Review    

  

RSVP for a Workshop   


Upcoming Truth About Estate    

Planning Workshops:


Date:  June 13, 2017

   

Time:    10 - 11:30am

       

Place:   Shelby Township Office


Time:    6:30 - 8pm


Place:   Bloomfield Hills Office