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Your Financial Security is Our Business
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
The Bloomfield Hills Financial Concept
When it comes to financial management, no individual or organization wants to feel forced into a packaged product or solution. Investment decisions vital to your economic security are far too important to be overlooked or left to a machine. You want to work with an investment professional whose primary responsibility is to you, the individual investor.
You need an individual who will take the time to understand your total financial picture, what goals you have, and where you want to be in five, ten, or even twenty-five years. You don’t want to be sold something – you want an investment partner who will help craft the right strategy for you to pursue your financial goals.
Bloomfield Hills Financial is a wealth management firm that provides primary financial care to our clients, their businesses and their loved ones. We believe success in investing is a direct result of prudent, objective planning, discipline, and honesty.
We are an independently owned and managed company, providing investment guidance and excellent customer service to individuals, executives, and business owners to pursue the preservation of their purchasing power throughout their lifetime.
Services Outstanding services.
Specific Investments play a key role in your security plan. A strategic approach can help achieve your goals.
Insurance is essential to any comprehensive financial plan. It can protect your family from undue hardships.
Planning for retirement in today’s environment is not what it used to be. How will the retirement landscape change for you?
As the costs of college tuition continue to increase, it is never too early to start saving for future higher education.
It is important to build a well-diversified portfolio with an asset allocation that fits your risk tolerance, goals and objectives.
Adequate estate planning can help eliminate financial burdens for your loved ones.