Picture of Mark B.

My plan has needed to change over the years. Through thick and thin, Michael and his team have helped me navigate my path forward. 

Mark B., Age 54

Non-compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

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One meeting could change the trajectory of your financial life. Tell us a little about yourself and we'll be in touch shortly to schedule your Introduction Strategy Session.

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Direct Phone Number

(239) 571-4278

by appointment

Monday – Friday, 9am – 5pm ET

headquarters

9470 Corkscrew Palms, Suite 104, Estero, FL 33928

michigan office

41430 Grand River Ave, Suite D-103, Novi, MI 48375

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