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While I offer many services, my main concern is putting my clients' financial pictures into focus. This means that I am here to educate, analyze, plan, explore, and most of all, listen.  Your financial picture is unique to you. My job is to look at that picture and help you realize the full potential of your finances.  Whether you are just starting out your financial path, starting back over after a divorce, or have a plethora of wealth- my job is to see the entire picture for you, long term and short term, and help guide you to the results you desire.

  • Retirement planning

  • Divorce planning

  • College planning

  • Risk analysis

  • Investment management

  • Financial planning

  • Small business planning

  • Budgeting

  • Workplace benefits

  • Estate planning

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Address:

4766 Bemis Rd

Ypsilanti, MI 48197

Phone: 734-999-0503

Email: jenny@bokehfinancial.com

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© 2024 by Bokeh Financial

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Securities offered through Osaic Wealth, Inc. Member FINRA/SIPC. Advisory Services offered through Osaic Advisory Services, LLC (Osaic Advisory)Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory.

 

This communication is strictly intended for individuals residing in the states of Arizona, California, Colorado, Florida, Indiana, Kansas, Massachusetts, Michigan, Minnesota, New Jersey, North Carolina, Ohio, South Carolina, Tennessee, and Texas.  No offers may be made or accepted from any resident outside the specific state(s) referenced.

 

IMPORTANT CONSUMER INFORMATION
A broker-dealer, investment financial professional, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a Firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator. 

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Osaic Advisory Services Form CRS | Osaic Wealth Form CRS

 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website.” When you access one of these websites, you are leaving our web site and assume total responsibility and risk for your use of the websites you are linking to.

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