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248 - 594 - 8112
BILL@FINANCIALIND.COM
WWW.FINANCIALIND.COM

40900 Woodward Ave Ste 300 Bloomfield Hills, MI 48304

P: 248-594-8112

Securities offered through Level Four Financial, LLC, a registered broker dealer and member of FINRA/SIPC. Advisory services are offered through Level Four Advisory Services, LLC, an SEC-registered investment advisor. Level Four Financial, LLC, Level Four Advisory Services, LLC and Financial Independence are separate entities.

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Level Four and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional

Understanding Roth Conversions

The One Big Beautiful Bill Act

Medicare & Medicare Supplements

Property & Casualty Insurance

Social Security

Financial Bootcamp – Commerce Twp. Library (2-Night Workshop – Wednesdays 03/26 & 04/02)

Financial Bootcamp – Rochester University Alumni Center (2-Night Workshop – Thursdays 03/13 & 03/20)

Dividend Growth Investing

Financial Bootcamp – MSU Education Center (Troy) (2-Night Workshop – Tuesdays 02/25 & 03/04)

Financial Bootcamp – Bloomfield Twp. Library (2-Night Workshop – Thursdays 02/13 & 02/20)

Understanding the Tax Code

Pension vs. Lump Sum Considerations

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Contact us today.