248-425-8893
7 West Square Lake Road
Suite 143
Bloomfield Hills, MI 48302
tsmith@wradvisors.com
Make a plan to fund your future
What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, I can help you make a plan to pursue your goals.
Services for your business
Your business has unique needs, and I have the resources to support you, your business and your employees.
Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
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Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
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Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
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