Bob CarrisĀ 



40400 Ann Arbor Rd E Ste 204b
Plymouth, MI 48170






While developing a customized financial program, I will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives. I can help you execute a comprehensive financial program utilizing the following products and services:

  • Retirement planning - to design an investment strategy to help you pursue all of your retirement goals
  • Estate planning - for seeking to preserve wealth from generation to generation
  • Long-term care - to ensure that you and your heirs are well cared-for
  • Strategic Asset Management (SAM) - providing you with fee-based asset management through LPL Financial, a Registered Investment Adviser. Access to mutual funds, as well as individual stocks and bonds.
  • Variable and fixed annuities
  • Life insurance - providing financial protection for your loved ones