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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."
Reviewing your estate plan and working with your attorney if necessary to update and modify as needed.
Working to maximize after-tax gains, minimize losses, and structuring your portfolio with your individual situation in mind.
Develop a personalized portfolio that helps protect your assets and work towards your financial goals.
We strive to preserve your wealth and maintain your quality of life as you reach or continue into retirement.
Help set realistic, achievable savings goals and a lifestyle to "enjoy the journey".
We can work with you to help protect assets against fincnaial loss due to death, disability or personal liability.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
What to Do When You Lose Your Wallet
There are things you can do to keep yourself safe when you lose your wallet.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
A quick look at how federal income taxes work.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
However exciting retiring abroad may sound, it deserves considerable planning.
Taking regular, periodic withdrawals during retirement can be quite problematic.
It may help your business be better prepared in the event of the death of a principal or key employee.
This calculator can help you estimate how much you should be saving for college.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator demonstrates the power of compound interest.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help determine whether it makes sense to refinance your mortgage.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Understanding the cycle of investing may help you avoid easy pitfalls.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Have you explored all of your choices when it comes to managing your taxable income?
Are you ready for retirement? Here are five words you should consider.
What are your options for investing in emerging markets?
When do you need a will? The answer is easy: right now.