800-473-4012   734-261-4011
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As an added convenience, we have included the form below to enable you to easily contact us when you have significant Life Event Changes. As always, feel free to contact us by phone. If you complete the form we will be more than happy to follow up with you, making sure we address these changes at your convenience.

734-261-4011


Financial & Portfolio Advisors, Ltd.
15855 Farmington Road
Livonia, MI 48154-2856

Toll free: 800-473-4012
Fax: 734-261-4868
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Life Event Change(s):
(Check all that apply)
New Child or Grandchild
Death of a Family Member
Loss of Job
Loss of a Life Partner
Receipt of an Inheritance
Provision of care for an older family member
Start of Social Security/Medicare Benefits
Health Concerns
Change in Marital Status
New Job or Promotion
Change in Estate Plan
Life Insurance Change(s)
Sale or Purchase of a Home
Start / Purchase of a Business
Gain / Loss of a Business Partner
Sold or Acquired Assets
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Child or Grandchild Entering College
Other
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Our office hours are 9 a.m. to 6 p.m. Monday through Friday. Messages left after business hours will be responded to during the next business day.
Life Event Changes
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