PERSONAL WEALTH MANAGEMENT
initially, my Clients worried that their RETIRMENT Income and Legacy Plans may be inadequate to maintain their lifestyle and provide for future generations.
CLICK ON Image for Introduction VIdeo
Our MISSION is to REMOVE all WORRIES, via designing a personalized plan, so you may then live life on your terms with PEACE of MIND.
CLICK TO GET ON MY CALENDAR
STEPS TO TAKE TO WORK WITH BOB ON YOUR PERSONALIZED PLAN
STEP ONE
Get on Bob's Calendar, Link Above, to arrange a discussion of your priorities, goals and objectives. We will also discuss what tools I use to help you achieve Peace of Mind.
STEP TWO
If we make a mutual decision to work together, I will prepare an Engagement Letter, and needed paperwork, that will serve as the basis of our professional relationship.
STEP THREE
Design and Implement a detailed PLAN OF ACTION that will require the completion of needed paperwork that can be completed via E-apps and Docusign.
Call Bob Direct for a confidential conversation to determine IF we should work together.
Office Phone 248-363-4171 OR Cell Phone 248-722-2687
E-mail: bobm@personalwealthmgt.com
5291 Huron Hills Drive, Commerce Twp, MI 48382
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