Overview

Our Clients come first. It’s the way we do business and you will see that from the very start. Begin by planning a meeting that fits your preferences by using our scheduling portal. Then get ready to tell us your story and aspirations for the future so we can get to work on as many of the following services you choose - it’s completely up to you. -Assist you in quantifying and prioritizing your goals and objectives. -Develop a financial strategy including projections and analysis. -Explore tax planning strategies to optimize your financial positions. -Assess your estate’s net worth and liquidity. -Review your current investment portfolio and develop an asset management strategy. -Complete a time-specific-retirement-plan assessment with financial projections and estimated cash needs. -Summarize your current financial situation in a report that includes an estimation of your net worth, a cash flow summary, and a cash flow analysis. Once we figure out which services are of interest to you, we go to work drafting a financial plan that includes detailed assessments, recommendations, time-lines, referrals to other professionals as needed, action plans and assistance with implementation, support for staying on track and course correction suggestions when appropriate. 17199 N. Laurel Park Drive, Suite 300 Livonia, MI 48152 We are never too busy to help a friend or family member! Office: 734.764.0935 Fax: 734.943.6122 Securities and Investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc. mlenhardt@insigniafinco.com rwright@insigniafinco.com finra.org sipc.org