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Are you ready to secure your hard-earned assets and establish a lasting financial legacy for future generations? Our comprehensive fiduciary financial advisory services in Southfield are designed to ensure that your hard-earned assets are protected and managed according to your wishes. Whether you’re planning for retirement, looking to minimize taxes, or aiming to preserve your wealth for future generations, our team of experienced fiduciary advisors is here to guide you every step of the way. Explore our website and learn how our comprehensive range of services can help you achieve your financial goals and ensure a secure tomorrow.

financial planning


At TRA, we offer a variety of services that aim to help you achieve your financial goals and ensure a successful future. Our dedicated professionals are committed to delivering tailored solutions that align perfectly with your financial goals. Discover the array of services we offer below:

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Retirement Income Planning Services in Southfield

Are you worried about maintaining a comfortable lifestyle during your retirement years? Our retirement income planning services in Southfield are tailored to help you achieve just that. We understand that retirement planning can be overwhelming. Still, our dedicated team will assist you through the process and help you create a customized retirement income plan that ensures your financial security. By considering your current assets, anticipated expenses, and desired lifestyle, we’ll help you develop a strategy that maximizes your retirement income and minimizes any financial uncertainties.

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Retirement Planning Service in Southfield

Retirement planning is crucial, and it’s always early enough to start. Our retirement planning service in Southfield is here to help individuals and businesses at any stage of their journey. Our experienced advisors will create a tailored plan that aligns with your unique situation, whether you’re just starting to save for retirement or approaching your desired retirement age. We’ll evaluate your financial situation, identify your retirement goals, and develop a blueprint to help you achieve them.


Wealth and Investment Management Services in Southfield

Our professional advisors at Southfield Financial Services create tailored investment plans for clients based on their financial goals, risk tolerance, and timeline. We use a disciplined approach to continuously monitor and adjust portfolios to align with objectives and shifting market conditions.

Tax Relief

Tax Relief and Tax Resolution in Southfield

Handling tax matters can be a challenging and intimidating task. Our tax professional can assist you if you’re dealing with tax audits, unpaid tax debts, or require help negotiating with tax authorities. We have a comprehensive knowledge of tax laws and regulations, and we will work consistently to safeguard your rights and secure a favorable outcome for you.

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Don’t let taxes drain your hard-earned money. Our comprehensive tax planning and tax strategy services in Southfield’s primary purpose is to reduce your tax burden while maximizing your deductions and credits. Our skilled tax professionals will develop a personalized tax strategy that aligns with your financial objectives and optimizes your tax savings. By hiring our services, you can rest assured that capable professionals will handle your tax affairs.


Start your journey towards achieving your financial objectives with the expertise of our financial advisors in Southfield. Our award-winning team is here to assist you, whether you’re striving for a secure retirement, saving for important life milestones, or aiming to make the most of your investments. We understand that each person’s financial goals are unique, and our advisors excel at creating customized strategies to match your specific ambitions. Choose us to help you attain your goals!

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. 

This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site,visit the Cetera Financial Specialists LLC site at

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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