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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Jeff is Founding Partner, Certified Financial PlannerTM, CFP®, and a Certified Public Accountant. He graduated from Oakland University in Rochester, Michigan with a Bachelor's Degree in 1990. He has been offering clients financial...

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Aspiring to help people live more abundant lives; Bob refers to the 8 Wealth Management Issues to assess financial need, develop strategies to pursue goals and strengthen his clients' financial future.Both the Detroit Hour and...

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Sheena works as a Financial Assistant and joined Craun Freeman Tax & Wealth Management in November 2013. She assists with a variety of account services, as well as managing marketing projects and events. Sheena graduated from the...

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