We’ve got important news ...
You count on our firm for your estate planning and elder law needs, but did you know our commitment to your success goes further? That’s why we’re pleased to introduce Brad Jerome, owner of Legacy Financial Group, as our valued partner for integrated financial advice and planning. Perhaps all I need to say is that I have trusted Brad to handle my own financial and retirement planning, and he has done a wonderful job. But more than that, our long-time relationship grew because Brad operates his firm like we operate ours – he educates first to make sure you understand all of your options, then creates a unique strategy to fit you, your family, and your dreams. A great retirement strategy needs to help you live more confidently today and tomorrow. If you’re interested in talking about your financial well-being, Brad meets with our clients right in our office. We will give you updates and more information about our new partnership over the next few months. In the meantime, if you would like to start a discussion about your financial future, you can call our office to set up a strategy session with Brad Jerome (517-548-7400). There’s no cost, no obligation, and no pressure. Just an opportunity to discuss your goals with a top-notch financial advisor to see where your path might lead.
Glenn
MichiganEstatePlans.com • 888.487.6150
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