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 Our philosophy is simple - it's about you. My team and I believe in taking a holistic approach to all of your retirement needs. Together we develop strategies to address your challenges and take advantage of your best opportunities. We then choose the appropriate tools and team for achieving your goals. We do this by using our open, seamless system of capabilities, services, expertise, and resources dedicated to implementing your plan. Our service is proactive, cooperative, simplified and inclusive. |
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President and Director
Mr. Casey has been teaching investors age 55+ how to preserve their assets, increase their income, and reduce income taxes for over 15 years. He is a well-known author and financial educator in Michigan.
Attorney
Mr. Landau specializes in Estate Planning, Probate, Estate Administration, and Tax Planning. He has the expertise to resolve the most complex legal issues combined with the ability to explain those issues in plain, everyday language.
Medicaid Planning
Mr. Bard specializes in working with seniors and their families to protect their assets from Nursing home spend down. He has helped numerous families work within the very difficult Medicaid guidelines.
CPA
Mr. Kessler has become one of the foremost and prominent Certified Public Accountants in Southeast Michigan and has represented individuals and businesses from many areas.
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