Schedule Retirement Consultation With A Financial Planner

Get In Touch

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Schedule An Appointment

Choose a convenient time on our online calendar for a short retirement readiness call. We will confirm what you want your money to do, review income needs, and outline next steps. Many clients in Detroit, Ann Arbor, Los Angeles, and Orange County book a quick call to get clarity before they make any changes.

Our Locations And Licenses

We serve clients virtually and in person where available. Licenses are active in California, Michigan, Florida, Nevada, Ohio, and Washington. Mike is based in Michigan and Shelley supports California, with referrals often extending into nearby communities like Birmingham, Grosse Pointe, Pasadena, and Irvine. If you live elsewhere, we can discuss licensing as needed.

What To Expect

The first call is complimentary and focused on your priorities. Bring recent statements if available, or just a list of questions. We review timing, taxes, and coverage, then map a simple action plan. If you want a deeper dive, we can schedule a working session that includes a closer look at retirement planning services and coordination with your CPA or attorney.

Request a demo

Request a demo

Request a demo