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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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Medicare & Medicare Supplements

Understanding Annuities

Financial Bootcamp Bloomfield Twp. Public Library (2-Night Workshop – Thursdays 10/5 & 10/12)

Financial Bootcamp MSU Education Center (Troy) (2-Night Workshop – Tuesdays 10/10 & 10/17)

Financial Bootcamp Rochester Hills Public Library (2-Night Workshop – Wednesdays 10/18 & 10/25)

Pension vs. Lump Sum Considerations

Financial Bootcamp MSU Education Center (Troy) (2-Night Workshop – Tuesdays 2/6 & 2/13)

Financial Bootcamp MSU Education Center (Troy) (2-Night Workshop – Thursdays 2/8 & 2/15)

Understanding the Tax Code – 2024

Financial Bootcamp Bloomfield Twp. Library (2-Night Workshop – Tuesdays 3/5 & 3/12)

Dividend Growth Investing

Financial Bootcamp Rochester University Alumni Center (2-Night Workshop – Thursdays 4/4 & 4/11)

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