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Services

Our main goal in creating Tailored Financial Services, LLC., is to give each individual, family and business that we work with a strategy specifically for them. We do not believe in a one stop solution or a one size fits all approach.

Our combined team of industry specialists design progressive financial strategies that challenge traditional wealth-building concepts. Building wealth is important, but so is keeping as much of your savings as you can. By providing clients with quality products and services, we are able to do just that.

"We pride ourselves in really listening to each of our customer's needs. Only then can we provide strategies that will help them have a successful retirement." -Jill

Tailored Financial Services, LLC., also offers the following services to clients across Michigan:

  • Tax-Free Retirement Accounts
     
  • Individual Retirement Accounts
     
  • 401(k), 403(b), 457 Plan Rollovers
     
  • Life Insurance
     
  • Simple IRA Plans
     
  • Non-Qualified Deferred Compensation Plans
     
  • Wealth Transfer Strategies
     
  • Buy-Sell Funding
     
  • Key Man Insurance
     
  • Social Security Timing Strategies

Call Jill at Tailored Financial Services, LLC., today to get started to a better tomorrow.