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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

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

  • Tax-Free Income Strategies 
  • Long Term Care
  • Life Insurance 
  • Life Insurance Reviews (ILITs)
  • 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.