Contact Info

Wendy Sheffield
Owner and Founder

Please call, text, or email to set up an initial consultation.  Even if you aren't sure if you are ready for an initial consultation, please contact me with any questions you have about our services!

Thank you for your interest.

313-506-3923

Helpful Resources

American Association of
Daily Money Managers
www.aadmm.com

American Assocation
of Retired Persons
aarp.org

Administration on Aging
www.aoa.gov

National Council on Aging
www.ncoa.org

Michigan Office of Services
to the Aging
www.michigan.gov/miseniors

Social Security Administration
www.ssa.gov

Medicare
www.medicare.gov

Internal Revenue Service
www.irs.gov

State of Michigan Tax Information www.michigan.gov/taxes

National Do No Call Registry www.donotcall.gov

To request a credit report www.annualcreditreport.com

Credit Card Opt Out www.optoutprescreen.com