Service Areas
Where We Serve
We're based in Detroit with clients across Michigan and licensed in additional states for Medicare. Browse pages tailored to your city, state, or specific service. Most meetings happen virtually — location rarely limits who we can work with.
Detroit & Metro
Service-specific pages for Detroit and the surrounding metro area.
Financial Services — Detroit
Generalist
Medicare — Detroit
Service
Life Insurance — Detroit
Service
Retirement Planning — Detroit
Service
Estate Planning — Detroit
Service
Long-Term Care — Detroit
Service
Business Tax Strategy — Detroit
Service
Financial Services — Royal Oak
City
Financial Services — Troy
City
Financial Services — Bloomfield Hills
City
Michigan — Beyond Detroit
Statewide service pages and additional Michigan cities.
Medicare — Other States
Licensed Medicare service for residents of these states.
Industry & Profession Niches
Pages tailored to specific occupations with unique financial considerations.
Common questions
Do you only work with people in Michigan?
No. We are based in the Detroit area, and most meetings happen by phone or video, so we work with clients in many states.
Is there a Medicare page for my state?
We have Medicare pages for Michigan, Ohio, Florida, Texas, Georgia, Arizona, and North Carolina, plus Detroit. If your state is not listed, reach out and we will tell you if we can help.
Why are there separate pages for each city and state?
Plans, networks, and rules change from place to place. Each page covers what matters where you live, like local hospital networks or state rules.
Can you help if I move to another state?
Often, yes. A move can open a window to change some coverage, like a Medicare plan. Tell us where you are going and we will explain your options.
Not in one of these areas?
We work with clients nationwide for non-state-licensed services and may be licensed in your state for insurance. Reach out — we'll tell you honestly whether we can help.
Schedule a ConsultationTotal: 30 service-area pages. Educational content only.