Read our recent books regarding planning for the 2nd half of life and more!

What They Say

We can help you answer your income, investment, tax, health care and legacy planning questions by helping you build your financial plans for your future.

Brown quote iconYour team was friendly, professional and knowledgeable. What we appreciated the most was your timeliness and the accuracy of our documents.Brown quote icon

William & JoAnn

Recent Retirees

Anyone who works with Chris can rest assured that they are working with one of the top practitioners in the field. We have many mutual clients and they always speak very highly of him. His passionate commitment to the field of elder law and estate planning is truly impressive.

Sal Curcuru

CPA in Farmington Hills