Core Financial Planning, LLC

Thank you for this opportunity to introduce my firm to you. Hiring a financial planner is an important decision in your life and must be built on a foundation of trust. We seek to build life-long relationships with our clients; our goal is to help you achieve your life goals.

I am a commission-free personal financial planner offering comprehensive financial planning services to individuals, families and small business owners. Who can I help the most?
  • Those ready to plan for retirement
  • Those intentionally or unintentionally downsizing
  • Professionals and most small business owners dealing with multiple financial demands who simply do not have the time to manage their personal finances effectively
  • Those who generally handle their finances themselves but would like a sound, objective, professional opinion from someone who is not trying to sell them something 
Contact me for a free initial consultation. I look forward to hearing from you and getting you started on the path to achieving your life goals.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

7 W Square Lake Rd Bloomfield Hills, MI 48302-0462 Phone: (248) 758-2304 Fax: (248) 626-6284

Primary Office

7 W Square Lake Rd Bloomfield Hills, MI 48302-0462 Phone: (248) 758-2304 Fax: (248) 626-6284