Financial Planning

Financial Planning

Retirement & Wealth Strategies

Our process is dependent on the relationships we build with our clients. There needs to be a high degree of trust and mutual respect before any recommendations can be made.

As such, our first meeting is a “get to know you” session. We listen closely to you and help articulate your values and the goals you hope to achieve. Our next step is analyzing your current financial situation, including your assets, liabilities, cash flow, and risk tolerance. By learning about your present condition, we can more effectively plan for the future.

Retirement & Wealth Strategies Financial Planning

Contact Information

  • Retirement & Wealth Strategies
  • 28555 Orchard Lake Rd
  • Farmington Hills, Michigan 48334
  • Phone: (833) 797-4636
  • Website:
  • Contact Person



    David Lenda

    David will help you find the right Financial Planning offerings for your employees

    David Lenda ChFC®, CLU®, MBA is a financial representative and brings 23 years of experience in the financial planning and insurance industries.

    Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and RWS are not affiliated. This communication is strictly intended for individuals residing in the states of GA, IL, MI, and OH. No offers may be made or accepted from any resident outside the specific states referenced.

    Cambridge’s Form CRS (Customer Relationship Summary)

    Contact Information:

  • 28555 Orchard Lake Rd
  • Farmington Hills, Michigan 48334
  • Phone: 248-497-2775
  • Fax: 248-355-9169
  • E-mail: [email protected]
  • Get Started


    You are just a few clicks away from a free no obligation quote

  • Start Here