Premium and Affordable Guidance
based in Grosse Pointe, Michigan
We help the elderly identify and organize their immediate financial tasks while respecting their independence and self-sufficiency.
Our goal is to be a caring and competent resource for clients without family nearby during these times.
Here are some examples of how we can help:
- organizing bills so you feel confident you are paying all your bills and paying them on time
- locating key documents such as life insurance policies, bank statements and real estate deeds so you are prepared to work with a financial advisor, attorney or realtor more efficiently
- helping you complete the many tasks required to prepare your home for sale, before you hire a realtor
- interviewing financial advisors, attorneys and realtors with you, to support you as you find the advisor best suited to your needs
Fees
Our prices vary with your situation. In many cases we will be able to complete your project within two weeks, working at your pace, for a flat fee of $500.
Learn more
If you would like to learn more please contact us at:
lakehouseinnovation@gmail.com
About us
Friend and Advocate is a trademark of Lake House Innovation Inc., a Michigan corporation located at Lake Shore Road, Grosse Pointe Shores, Michigan 48236. We have deep roots in this community, day to day experience helping our own family, lots of fancy degrees and over 30 years of business experience. Most of all, we care.