Address
671 E. Big Beaver Road
Suite 107
Troy, MI 48083

Telephone
Toll Free: 800-814-3379
Fax: 248-879-9977

Branch Hours
Mon - Fri: 9:00 a.m. - 6:00 p.m.
Sat: By appointment only
Sun: Closed

Managing Director
Rick Flatt
Rick specializes in retirement distribution planning, Roth IRA conversions, rollovers for qualified plans, and the emerging arena of Multi- Generational IRAs. Rick can help you design a financial plan that helps you maximize your retirement nest egg. Mr. Flatt is the preeminent provider of retirement distribution strategies in the Oakland County area.

Peter Mitroff
Peter Mitroff has been providing financial services to his clients since 1996. His business philosophy is simple: manage your client’s accounts based on their goals and risk temperament and never have them pay unnecessary taxes to Uncle Sam if they don’t have to.

A graduate of Ferris State University, with a Major in Marketing, Peter is a married father of four children residing in Rochester Michigan.