Book Your 15-Minute Compass Call
Before you pay any fees or move a penny, we’ll show you — in plain English — how we can help. No cost. No pressure.
On this call you’ll:
Get quick answers to your top questions
Confirm if we’re the right fit
Know the next step (if you want to continue)
Who this is for: Families and professionals taking income or within ~5 years.
What we’re not: Stock pickers, performance chasers, or product sales.
We focus on four essentials: Income, Taxes, Investments, Risk.
Privacy: We do not sell or share your information. See our Privacy Policy.
If you are an existing client, please contact us through your dedicated email or call us.
📍 Lake Shore Rd, Grosse Pointe Shores 48236
📞313-547-5773