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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

Services

David S. Underhill Attorney at Law
  • ‚ÄčLiving Trust 
  • Powers of Attorney 
  • Trust Funding 
  • Estate Plans 
  • Wealth Transfers 
  • Tax Free Planning 
  • Tax Minimization
Underhill Wealth Management
  • ‚ÄčTerm Life Insurance
  • Cash Value Life Insurance
  • Fixed Indexed Annuities
  • Long Term Care Strategies
 Underhill Investments LLC
  • Investment Advisory Services
  • Risk Tolerance Analysis
  • 401(k) review and rollovers
  • IRA Transfers
  • 403(b) rollovers
  • Pension Plan reviews
  • Stock, Bond, Mutual Fund and EFT reviews
  • Asset Allocations
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YP Reviews