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:
We also can answer your questions, including:
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...
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...
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...