Contact Us

We offer a complimentary one-hour consultation to discuss your needs and explain the financial planning process. 

If you would like to get a meeting scheduled with Chris, please select the button below to see time and availability. 

You can also enter your information below and you will be contacted as soon as possible via e-mail. Our office is located in Royal Oak, MI but we are also equipped to provide virtual service to clients all over the country.  Our phone number is 586.804.4089 during regular business hours. Your messages are important to us!