Investment Management

Personal Financial Planning:

  • 401(k)
  • 403(b)
  • Simple IRA
  • SEP IRA
  • Roth IRA
  • Retirement Income Funding
  • Key Man Life Insurance
  • Legal staff specializing in estate planning documents, such as wills and living trusts.

Community Insurance Center

932 S Lapeer Road
Oxford, MI 48371

 (248) 628-2505

  (248) 628-3023

Meet Our Team