Brian J. Teichman, CFP®, CLU, CFS
Bradley Augustine, AIF

CONNECT

Address:

28411 NORTHWESTERN HWY #1200
Southfield, MI 48034-1081

Phone:

248-485-8123

Fax/Other:

248-352-3612

Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Managed asset plans - for professional fee-based portfolio management through LPL Financial
  • Retirement planning - to design an investment strategy to help you pursue all of your retirement goals
  • Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
  • Long-term care - to ensure that you and your heirs are well cared-for
  • Strategic Asset Management (SAM) - providing you with fee-based asset management through LPL Financial, a Registered Investment Adviser. Access to over 3,500 mutual funds, as well as individual stocks and bonds.
  • Variable and fixed annuities