Social, educational, recreational and wellness programs for adults 60 and over in Grand Traverse County. Locations in Traverse City, Acme, Interlochen, Fife Lake and Kingsley.
Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, I can provide personalized service and investment strategies that have proven themselves over the long-term. Let's discuss your goals during a financial review.
Contact me today!