Wealth Accumulation with

SAFETY & PREDICTABILITY

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Solutions designed for your future

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Investment & Wealth Management

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Comprehensive Financial Lifestyle planning

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Social Security Strategies & Asset Protection

04

Tax Minimization Strategies

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Legacy Estate & Philanthropic Planning

06

Frequent Communication and Educational Classes

About Brian

Helping You To Optimize Your Financial Situation

He believes in giving back to the community. When Brian is not in the office you will find him at the ball field coaching his kids. Brian also likes to assist with the local homeless shelters throughout inner Detroit.

SERVING THE MISSION

Advancing the profession to benefit your financial

$ 0 B

assets under management

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Years In Business

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financial advisers & counting

Winners Of International Wealth Management Awards

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