2. Define the scope of our relationship. We can provide full-service wealth management, or simply provide expert guidance so you can pursue your goals with confidence. 4. Develop a tailored, comprehensive financial plan and present our recommendations personalized to your family's financial goals. 5. Help you put your financial plan into action by utilizing our resources, and leveraging your current financial relationships.
6. Schedule ongoing review meetings and establish systems that provide seamless, clear communication between client and advisor. Jeremy was raised in Davison, Michigan and graduated from Davison High School. He is the son of an African-American Air Force Veteran who served in Vietnam and Korea. His mother, a retired IT professional, is the daughter of an AC Spark Plug engineer who worked in Flint for over 30 years.
6. Schedule ongoing review meetings and establish systems that provide seamless, clear communication between client and advisor. Jeremy was raised in Davison, Michigan and graduated from Davison High School. He is the son of an African-American Air Force Veteran who served in Vietnam and Korea. His mother, a retired IT professional, is the daughter of an AC Spark Plug engineer who worked in Flint for over 30 years.
Services
Comprehensive Financial Planning consists of an upfront charge of $150 and an ongoing fee that is paid monthly, in arrears, at the rate of $150-$500 per month depending on complexity and needs of the client. Fees for this service may be paid by electronic funds transfer or check. This service may be terminated with 30 days' notice.
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