Custom Wealth Solutions

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41081 Ann Arbor Rd E
Plymouth, MI 48170
+1 (734) 844-3400
https://customwealthsolutions.com

Custom Wealth Solutions is an independent financial services firm based in Plymouth, MI, dedicated to helping individuals and families pursue their ideal retirements. With a mission to preserve and grow clients' wealth while saving them in taxes and ensuring retirement success, the firm offers custom wealth, tax, and insurance solutions. Led by a team of experienced professionals, including CEO Mike Windle and Partner Kyle Whipple, Custom Wealth Solutions is committed to putting clients first and providing personalized strategies tailored to their unique needs and objectives.

With a focus on proactive planning and coordination with tax professionals, Custom Wealth Solutions aims to help clients achieve financial confidence and enjoy their retirements. The firm's comprehensive services cover investment and insurance products, retirement income planning, and Medicare guidance. Whether it's building Retirement Blueprints or creating tax-efficient strategies, Custom Wealth Solutions is dedicated to helping clients pursue their financial goals and navigate the ever-changing landscape of tax laws and regulations.

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