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...

Jeff is Founding Partner, Certified Financial Planner^TM 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...

Steven views real wealth as something that goes beyond numbers, reflecting the sense of ease that can come from aligning your finances with the life you hope to lead. A 2022 Walsh College graduate, he earned his Series 7 and Series 66 and