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Shawn Bumgardner CRPC,

12455 Dix Toledo Rd, Southgate, MI 48195View on Map


I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. We work with individuals, families and businesses to help these clients understand their financial circumstances and how to reach their short-term and long-term financial objectives. Prospecting, which is the process of finding new clients also we determine the retirement income goals and the actions and decisions necessary to achieve those goals. We identify the sources of income, estimating expenses, implementing a savings program and managing assets for future purpose. For more details kindly contact me. Thanks

Basic Details

  • Financial Planning
  • Retirement Planning, Financial Planning
  • 15 - 20 Years
  • 12455 Dix Toledo Rd
  • N/A