We have built a thriving advisory service on ‘giving first’ locally in Birmingham Michigan. And now, we are expanding to serve our nation. So many have thoughts they find themselves fretting about and aren’t sure how to get them thoroughly addressed. And you know what … It doesn’t have to be that way! We have an agenda, we have a desire, we have a bias. Our bias is that you would have an experience being referred and being introduced to us that would exceed your expectation so much that you are grateful to the one who shared, benefit from our resources, and feels a need to share this great resource with others.
We get comments from many of you saying some version of, “I like this approach, I like the way they explain things, If this is what they put out for free, imagine the treasure they must have for their clients they are committed to.”
Our chief interest is in serving you well and building a relationship with an invaluable resource. We want to be caught giving first, giving often, and depended on for our contributions to the retirement saving community.
We want to do anything we can to aid in your preparation to serve you as you Retire Happily Ever After.