Our Team
Who We Are
All of us have dreams and aspirations. Whether it’s starting a business, moving to a new home, saving for a college education, planning a special vacation, looking forward to a secure retirement, or creating a family legacy-making those dreams come true takes financial resources.
Regardless of your current financial status or your timeframe, it’s never too soon-or too late-to start laying the groundwork for your future.
HOW WE CAN HELP
Lorem ipsum Financial Services
Investment on
Stocks
Mutual
Funds
Indexed and variable
annuities
testimonials
what Our Clients Say
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s
standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make
a type specimen book.
Nicole Morrison
Lorem Ipsum
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s
standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make
a type specimen book.
Nicole Morrison
Lorem Ipsum
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s
standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make
a type specimen book.
Nicole Morrison
Lorem Ipsum
Events
Latest News & Events
West Oakland Women
Ask a financial advisor: Cara Gardner offers investment tips
Question: My wife and I are planning to retire in a few years, how can we manage our investment risk in a volatile stock market that doesn’t seem to be climbing much?
Dinner Seminars
We host educational programs that present investment strategies and techniques while providing a complimentary dinner for our guests. Locations and dates will vary throughout the year to accomidate as many clients as we can.
Golf Outings
For our clients who like the great outdoors, we host a few golf outings throughout the year at various clubs. Clients can come alone or bring friends and we cover the golf!
Woodward Dream Cruise
This is our primary client appreciation event that we host annually at our office located right on Woodward in Bloomfield Hills, MI. It is a great location to view the passing classic cars and we provide a catered lunch and goodie bags!
Ladies Nights
Since having a female advisor in our office is still somewhat rare, Cara hosts women only events as well to focus on female centered needs and goals. We will host manicure/pedicure.
