Events

live/in-person, virtual meetings, & workshops.

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Financial Bootcamp

Build, Preserve, Enjoy and Transfer wealth

Boomer Financial Bootcamp is a two-part series that covers topics to help you feel confident with your retirement plan. If you are nearing retirement or currently retired, and want information unique to today’s financial challenges and opportunities, register to attend our upcoming workshops.

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Client Events

  • Monthly Graduate Classes
  • Annual Summer Kickoff Party
  • Annual Boat Cruise (August)**
  • Annual Holiday Party (December)**
  • Semi-Annual Boardroom Meeting / Market Update (January & June)**

** For client’s with over $1,000,000 of assets with our firm.

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Always Only a Phone Call Away

Have a question or want to schedule an appointment? We love to take phone calls and host in-person meetings. We’re happy to answer any questions you might have, or share with you our unique process that is more than 35 years in the making!

40900 Woodward Ave Ste 300 Bloomfield Hills, MI 48304

P: 248-594-8112

Securities offered through Level Four Financial, LLC, a registered broker dealer and member of FINRA/SIPC. Advisory services are offered through Level Four Advisory Services, LLC, an SEC-registered investment advisor. Level Four Financial, LLC, Level Four Advisory Services, LLC and Financial Independence are separate entities.

Level Four Financial Registered Representatives associated with this site may discuss and/or transact securities business only with residents in states where they are registered.

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Level Four and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.