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35980 Woodward Ave Suite 300 - Bloomfield Hills, MI 48304
Bloomfield Hills Financial
In today's complex economic environment, a major difference between making money and keeping money is knowledge. Investment decisions vital to your economic security are far too important to be ignored or left to a machine or to anyone whose primary responsibility is not you, the individual investor.
"We look forward to serving you and consider each new relationship an opportunity to demonstrate why we should be your partner in Planning Today for Tomorrow."
Estate Planning
Reviewing your estate plan and working with your attorney if necessary to update and modify as needed.
Tax Planning
Working to maximize after-tax gains, minimize losses, and structuring your portfolio with your individual situation in mind.
Investing
Develop a personalized portfolio that helps protect your assets and work towards your financial goals.
Wealth Preservation
We strive to preserve your wealth and maintain your quality of life as you reach or continue into retirement.
Lifestyle Planning
Help set realistic, achievable savings goals and a lifestyle to "enjoy the journey".
Insurance Planning
We can work with you to help protect assets against fincnaial loss due to death, disability or personal liability.
Helpful Content
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Interest Rates: How Low Can They Go?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
9 Facts About Social Security
There are things about Social Security that might surprise you.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like the junk in a junk drawer.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.