8755 West Higgins Road,
We are a specialized group of professionals, focusing on retirement planning. Our services address all facets of your retirement, including Medicare and Social Security optimization, investments, pensions, long term care, retirement income, and estate planning strategies.
Make an appointment with Tom Kedzie, a CERTIFIED FINANCIAL PLANNER™ practitioner for a complimentary, no obligation, financial review!
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Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.
We maintain strategic expertise across a broad range of investor profiles
Portfolio and risk management
Wealth-building education and strategies
Strategies for every phase of retirement
Serving the unique needs of HNW individuals
If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.
When was the last time you sat down and had a frank conversation about your investments?
Our team is composed of industry professionals with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on our insight and expertise.
Your most important financial milestone
Wealth-building strategies for professionals
Portfolio construction and risk management
Strategies for every phase of life
We’ll begin by reviewing your financial documents, risk tolerance, and objectives.
Our team will present unique financial strategies designed to match your investor profile.
Life changes? Market volatility? We’ll keep your financial objectives on track every step of the way.
Get your financial journey started today.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
How can we help you? We’d like to learn more about you and your financial goals. Filling out our form is the best way to schedule an introductory no-obligation call. Tom Kedzie, CFP®