Bill Szlag specializes in retirement planning and investment management, helping his clients reach their goals. He maps today’s actions to their future financial goals and enjoys creating financial plans to help them achieve those goals.

Bill has his Series 7 and Series 66 designations. Bill has a B.A. in Finance with a Minor in Economics from Oakland University.

Bill grew up in Sault Ste. Marie in the Upper Peninsula of Michigan and enjoys watching and playing Hockey. Bill also enjoys Golf and Disc Golf.