Free Consultation

To schedule your free consultation, please call me at (248) 312-7217 or email our office at to check dates for availability.

The following items would be helpful in assisting in the evaluation of your household situation:

  • Social Security projections or actual figures
  • Pension projections or actual figures
  • Investment statements: i.e. IRA, 401(k), etc.
  • Previous year tax return
  • Mutual Fund statements
  • Insurance, Annuity or other financial statements
  • Will or Trusts

Looking forward to meeting you


Roman Batschynsky CFP®
President & Founder
Oakwood Financial Network L.L.C

Thank you!