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

MY APPROACH

COMBINING AREAS OF EXPERIENCE TO PROVIDE
QUALITY FINANCIAL AND ESTATE PLANS
COMBINING AREAS OF EXPERIENCE TO PROVIDE
QUALITY FINANCIAL AND ESTATE PLANS

My Approach

Experience

David S. Underhill combines 30 years of experience as an Estate Planning and Tax Attorney with his services as an Investment Advisor Representative and Insurance Agent to focus on creating effective financial and estate plans, with an emphasis placed upon wealth protection, tax savings, and efficient ways to help you grow your money.

Philosophy

Protecting the foundation of your wealth from losses and being satisfied with reasonable returns may be one of the most important rules to follow for clients. You cannot grow what you don't have, and excessive risk often leads to excessive loss.

Planning for Today and Tomorrow

Keeping what you earn is crucial to success. Money is not truly earned unless you cannot lose it in the market. Balancing these concepts with the need for having enough current money to spend and enjoy life, efficient tax strategies, and decisions about how much wealth should be subject to market risk, creates the starting point for successful planning.

Once the above matters are addressed, determining if any wealth can be devoted to strategies that offer rewards that are more market risk based can be explored.
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All written content on this site is for information purposes only. Opinions expressed herein are solely those of UNDERHILL INVESTMENTS LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by UNDERHILL INVESTMENTS, a Registered Investment Advisor in the State of Michigan and Arizona. Insurance products and services are offered through UNDERHILL WEALTH MANAGEMENT Legal services are provided by DAVID S. UNDERHILL, Attorney at Law. UNDERHILL INVESTMENTS, LLC, UNDERHILL WEALTH MANAGEMENT, and DAVID S. UNDERHILL, Attorney at Law, are affiliated companies. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Michigan and Arizona or where otherwise legally permitted.
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