To schedule your free consultation, please call me at (248) 312-7217 or email our office at jaclyn@oakwoodfn.com to check dates for availability.
The following items would be helpful in assisting in the evaluation of your household situation:
- Social Security projections or actual figures
- Pension projections or actual figures
- Investment statements: i.e. IRA, 401(k), etc.
- Previous year tax return
- Mutual Fund statements
- Insurance, Annuity or other financial statements
- Will or Trusts
Looking forward to meeting you
Sincerely,
Roman Batschynsky CFP®
President & Founder
Oakwood Financial Network L.L.C
