Stay Connected

Let's Stay Connected

I stay connected with industry trends, updating certifications, and key market indicators.   Connecting my resources with your objectives allows us to work together to create a plan that works best for you. So, whether you are planning for your future or planning for your retirement, we connect so that your solution is an integrated approach.   The best way to develop a plan that is successful for you is one that starts with a conversation to evaluate your goals, dreams and objectives.   

Together we will develop your financial plan that is customized just for you!  


Jim Smallegan

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

Wealth Management Advisor

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


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