We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

Raymond James financial advisors, Kevin Krym, CFP® and John Findling, jointly have over 50 years of professional experience in financial management. Together, they have committed themselves to providing the very highest quality service and investment advice to their clients, while staying focused on providing solutions to those entering retirement.

Hired by many of our clients as their primary, trusted advisor, we are able to efficiently coordinate the efforts of your tax and legal team. This allows us to more effectively structure, monitor and manage the allocation of financial assets with your goals and risk tolerance in mind. Our comprehensive approach when planning for one’s retirement years encompasses many complex subjects including:

  • Retirement Income Planning
  • Investment Solutions
  • Estate Planning Strategies
  • Tax Planning Considerations
  • Social Security
  • Long-Term Care Options
  • Education Accounts for Grandchildren
  • Gifting Strategies

If retirement is on your mind we have tools available to help guide you by clicking Your Retirement Resources and then give us a call today. Initial consultations are complimentary. Call us at 248-427-1600 and get retirement ready!

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.