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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

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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