William is a licensed financial Specialist, financial advisor, and runs our Ann Arbor division. He has over 20 years of experience in the industry and has a passion for helping clients create a coordinated plan to help them better manage their money, protect their assets, and plan their estate. He loves to play tennis and root for his local Detroit Lions.
Our Motive
MICHIGAN, OHIO, & TEXAS FINANCIAL ADVISORS & CLIENT SERVICES. We are committed to working with retirees to help them get the retirement they deserve. We do this by guiding you to develop an overall retirement income strategy. By offering a variety of insurance and investment products to help achieve the objectives of that strategy. We’re here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement.