Next Degree Financial, LLC / CFP , CERTIFIED FINANCIAL PLANNER

Services Offered

• Income strategies
• Goals-based financial planning
• Retirement planning
• Investment management

About

David Jozefiak is a Certified Financial Planner (CFP®) based in Sterling Heights, Michigan. He specializes in income strategies for individuals nearing or currently in retirement. David practices goals-based financial planning, providing tailored advice and recommendations to help clients efficiently reach their financial objectives. His services are designed for those seeking to secure their financial future and achieve their retirement goals.

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