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COMBINING AREAS OF EXPERIENCE TO PROVIDE
QUALITY FINANCIAL AND ESTATE PLANS
1894 11 Mile Rd
Berkley, MI 48072
(248) 548-2918
COMBINING AREAS OF EXPERIENCE TO PROVIDE
QUALITY FINANCIAL AND ESTATE PLANS

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David S. Underhill, Attorney at Law, Investment Advisor Representative, and Insurance Advisor, combines the areas of Estate Planning, Tax Planning, Investment Planning and Insurance Planning to provide quality, personalized, understandable strategies to help ensure that you:
  • Have a reasonable investment approach, based upon your retirement needs and objectives.
  • Efficiently use what you accumulate.
  • Efficiently transfer anything you don't use for your loved ones.
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Call Us Today At ♦ (248) 548-2918

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