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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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Pension vs. Lump Sum

Financial Bootcamp MSU Education Center (2-Night Workshop – Thursdays 11/10 & 11/17)

Financial Bootcamp Bloomfield Twp. Public Library (2-Night Workshop – Tuesdays 10/18 & 10/25)

Understanding Annuities

Financial Bootcamp MSU Education Center (2-Night Workshop – Tuesdays 10/04 & 10/11)

Financial Bootcamp MSU Education Center (2-Night Workshop – Thursdays 9/29 & 10/06)

Identity Theft

Medicare & Medicare Supplements

VIRTUAL – Financial Bootcamp (2-Night Workshop – Mondays 6/6 & 6/13)

Estate Planning & Long-Term Care (MSU Education Center in Troy)

Financial Bootcamp MSU Education Center (2-Night Workshop – Thursdays 5/12 & 5/19)

Social Security

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