A Collective Approach

Let's Stay Connected

As a licensed insurance broker and financial planner, I apply my knowledge, education and multiple insurance resources to best meet the needs of my clients.  

  Together we will plan review and chart your course.  

 

CPA-  Certified Public Accountant

ChFC® – Chartered Financial Consultant

CLU ®– Chartered Life Underwriter

CLTC® Certification for Long-Term Care

CASL®-  Chartered Advisor for Senior Living 

RICP®  Retirement Income Certified Professional 

Chartered Financial Consultant®

Jim Smallegan, CPA, CLTC®, RICP®, CASL®, CLU®

Wealth Management Advisor

  • Office 248-244-6080
  • Mobile 248-961-1001
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck