Jeffrey R. Saunders, J.D., CFP is a distinguished legal and financial advisory practice specializing in estate planning, trust administration, and wealth management. With over 30 years of experience as an attorney and 15 years as a Certified Financial Planner™, Jeff Saunders offers a rare dual-qualified approach that integrates legal and financial expertise to deliver comprehensive, effective solutions for clients.
The practice employs a holistic methodology to address complex needs in estate planning, probate avoidance, asset protection, retirement planning, and investment management. It serves individuals and families seeking to secure their financial futures, offering tailored services through two affiliated entities: Jeffrey R. Saunders, P.C. for legal matters, and Saunders Financial, LLC for advisory services. This unique structure allows clients to access coordinated legal and financial guidance under one cohesive strategy.
Services Offered
- Estate planning
- Trust administration
- Probate avoidance
- Asset protection
- Retirement planning
- Wealth management
- Financial planning
- Investment advisory services
Based in Michigan, the firm provides services through its registered investment advisory and legal entities, ensuring compliant and integrated support for clients navigating both estate and financial planning needs.
