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Advisor and Infinite Banking Practitioner,
Financial Design Strategies
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, College Savings, Debt Consolidation, Disability insurance, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Estate Plans, Infinite Banking Concept (IBC), Life Insurance, Long-Term Care, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
I believe every woman deserves to understand her finances well enough to make confident decisions—regardless of her stage of life or previous financial experience. Over Read more...
COMPLIANCE DISCLAIMER
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Financial Read more...
SPECIALTIES.
- Business Succession Planning
- College Financial Prep
- Family Legacy Planning
- Financial Planning
- Mortgage
- Pension
- Personal Cash Flow Analysis
- Personal Tax Planning
- Social Security Specialist
- Trust Planning
LOCATION
2415 Owen Rd., Ste A Fenton MI
Fenton
Michigan
48430
United States
Fenton
Michigan
48430
United States
SERVING:
CA,AZ,CT,FL,GA,IL,IN,MI,MN,MS,NC,NE,NJ,NY,OH,OK,SC,TN,TX,VA,WA
Virtual Appointments Available
CEO Financial Advisor,
A New Path Financial
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, Divorce Financial Neutral, Employee 401K Programs, Investing, Life Insurance, Long-Term Care, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
Everyday we see women who have placed their financial well being on the back burner because so many other important needs crowd their day. But Read more...
COMPLIANCE DISCLAIMER
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial Read more...
SPECIALTIES.
- Business Cash Flow Analysis
- Business Coaching
- Business Financials
- Business Growth
- Collaborative Divorce Process
- Divorce
- Divorce Financials
- Financial Planning
- IRA
- Retirement planning
- Socially Conscious Investing
- Social Security Specialist
- Wealth Protection
- Wealth Preservation
LOCATION
455 E. Eisenhower Parkway, Suite 220
Ann Arbor
Michigan
48103
United States
Ann Arbor
Michigan
48103
United States
SERVING:
All 50 States
Virtual Appointments Available


