Questions about your retirement?
Let me be your guide

Welcome, I am Derrick!

I am a CERTIFIED FINANCIAL PLANNER® Practitioner for Gen X Execs and Soon-to-Be Retirees.

A fee-only financial planning practice, in Downtown Birmingham Michigan, specializing in Retirement Income Planning, Deferred Compensation Plans, Restricted Stock Units and, in general, individuals and families looking for a more meaningful relationship with their financial advisor.

I guide clients through the retirement planning process and help them understand their own personalized retirement strategy.

Here are my three primary objectives for each client relationship:

• Reduce the worry surrounding your retirement
• Increase the probability of your financial success
• Help you choose and fund your own adventure

Take the first step!

In a fee-based account, clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part 2 as well as the client agreement