Address
41073 Ann Arbor Road East
Plymouth, MI 48170
Telephone
Local: (734) 927-1100
Fax: (734) 844-1410
Branch Hours
TBD
Managing Directors
Curt Whipple
Curt specializes in retirement distribution planning, Roth IRA conversions, rollovers for qualified plans, and the emerging arena of Multi- Generational IRAs. Curt can help you design a financial plan that helps you maximize your retirement nest egg. Mr. Whipple is the preeminent provider of retirement distribution strategies in the Plymouth area, and has been serving his clients for over 28 years. Curt is a nationally known speaker and is the author of the book “You’ll Never Have Financial Freedom by Paying off Your Debt,” revealing the keys to true financial freedom at any income level or occupation. Curt and his wife Connie are active members of their community and church in Plymouth.
Registered Representatives
Adam Peak and Scott Carty |