Services
Who We Serve
As a multigenerational firm, we specialize in working with multigenerational families that want to pass on sound financial habits to their children and grandchildren as well as individuals who are retired and approaching retirement. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Our team can help with all wealth stages: wealth enhancement, wealth protection, and wealth transfer.
Offerings
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
david.smolarek@lpl.com | (248) 689-2995