A Collective Approach

As a licensed insurance broker and financial advisor, 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.
DESIGNATIONS
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
Want to learn more about Jim's designations? Click here for a great resource from the American College of Financial Services that explains in detail each of these professional designations.
For additional information, call Jim at (248) 244-6080 or email james.smallegan@nm.com