Skip to content

734.844.3400             info@customwealthsolutions.com            CLIENT LOGIN

custom-wealth-solutions
Menu
  • Financial Services
    • Custom Wealth Solutions
  • Insurance Services
  • Other Services
  • Our Team
  • Attend an Event
    • Workshops
    • Virtual Workshops
    • Client Appreciation Events
  • Resources
  • Medicare
  • In the Media
Menu
  • Financial Services
    • Custom Wealth Solutions
  • Insurance Services
  • Other Services
  • Our Team
  • Attend an Event
    • Workshops
    • Virtual Workshops
    • Client Appreciation Events
  • Resources
  • Medicare
  • In the Media

Staff

Nothing Found

It seems we can't find what you're looking for. Perhaps searching can help.

Recent Comments

  • webteam on Should this be “or” here? “… informational seminars or webinars…”
  • webteam on Should this be “or” here? “… attend a seminar or webinar.”
  • copyteam on add webinar here, too?”…one of our seminars or webinars…”
  • copyteam on add a webinar reference here, too?”Our seminars and webinars …”
  • copyteam on See comment on Team page – Is the second title, “Operations Manager” a typo? The “for design documen…

Archives

Categories

  • Staff

Meta

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org
custom-wealth-solutions

Contact Us

Phone: 734.844.3400
Email us! info@customwealthsolutions.com

Visit us

41081 Ann Arbor Rd E
Plymouth, MI 48170-4478
Get directions

Connect with us

Facebook
Linkedin

Connect with us

Facebook
Linkedin

brokercheck
bbb
plymouth-logo
ethics

The Better Business Bureau membership provides no guaranteed assurance or warranty of the character or competence of the member. BBB charges a fee for BBB Accreditation. You should make financial decisions on the basis of your own due diligence.
The National Ethics Association (NEA) is a paid membership organization. All NEA Background-Checked members have successfully passed the annual seven-year background checks for criminal, civil, and business violations in order to meet the membership standards. However, the association provides no guaranteed assurance or warranty of the character or competence of its members. Always make financial decisions on the basis of your own due diligence.
Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Mike Windle or Custom Wealth Solutions is stated or implied.

Disclosures | Privacy Policy | Terms of Use | Form CRS

Scroll To Top Call Now Button

Notifications

Wait! Before you go...

Would you like to avoid surprises at tax time?­

Tax laws change every year — and this year is no different! This downloadable guide will walk you through the latest tax law changes to help you avoid any surprises. In this 12-page guide, you will find out:

  • What the Tax Cuts and Jobs Act could mean for you
  • How inflation could affect your tax bill
  • Why proactive planning can help give you financial confidence
  • How your financial professional can coordinate with a tax professional to help you create a tax-efficient strategy

Tax planning services are offered through the tax firm Custom Tax Solutions. Insurance products are offered through the insurance business Custom Wealth Solutions. Custom Wealth Solutions is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer tax planning services or insurance products. Neither the tax planning services offered by Custom Tax Solutions, nor the insurance products offered by Custom Wealth Solutions are subject to Investment Advisor requirements. Tax planning services and insurance products referenced are outside business activities not offered through or supervised by AEWM. AEWM is not affiliated with Custom Tax Solutions. 01465788-05/24