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Making Your Retirement
Goals Paws-sible
Introduce a friend or family member that could benefit from our services.
My open and honest conversations yield a personalized connection with each of my clients. Together we can plan and implement strategies to support specific, long-term goals.
When I’m not creating personal connections with my clients, I raise and attend dog shows with my beloved four-legged companions. If you know anyone who would benefit from our services or is a fellow pet lover, we would love to set up a free, no-obligation consultation to help create a plan so that you can live your best life.
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Location Information
Address:
8321 100th St. SE
Alto, MI 49302
Advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. Milestones Life Transitions, LLC and CreativeOne Wealth, LLC are unaffiliated entities
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 22314 - 2022/10/11