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Services Offered

We understand that every client relationship is different, with their own uniqiue objectives and expectations.  With this understanding, we personalize your Service Agreement to address your individual needs. 

  • CUSTOMIZED COMMUNICATION SCHEDULE
  • GOALS AND ACTION STEPS
  • FINANCIAL ANALYSIS
  • SOCIAL SECURITY AND PENSION STRATEGIES
  • INSURANCE REVIEW
  • INCOME AND CORPORATE TAX REVIEW
  • ESTATE AND LEGAL DOCUMENTS REVIEW
  • COMPLIMENTARY INITIAL CONSULTATION FRIENDS AND FAMILY

*Jeffrey Roe and LPL Financial do not provide tax or legal advice or services. Please consult your tax or legal advisor regarding your specific situation.

 

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

jeff@jdr-wm.com |  (248) 218-2624

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