David Smith - Prudential

Helping to protect Lake Orion's loyal customers through insurance-whether it's home, auto, life, renters or boaters-is what we're all about.From saving for your child's education to preparing for retirement, your financial concerns can likely be addressed in our offices. Our welcoming staff will assist you and your family with feeling secure knowing you're protected by the appropriate level of insurance. Because our community is so important to us, our business truly revolves around philanthropic support. Our agency volunteers for a new community cause every month. From cooking at Grace Centers of Hope to helping to keep the pantry shelves stocked at FISH food pantry-helping others in need is the backbone of our agencies. If you're in the Lake Orion, Oakland or Clarkston area, stop by our Lake Orion office to talk about your financial goals for the future or to work out a custom quote. Our office is on South Lapeer Road, across the street from K-mart, and our caring staff is here to treat you like you're part of the family.

Thorough and innovative, Bill meets the needs of successful professionals and business owners. His areas of expertise include small business owners and comprehensive family financial planning. He focuses on wealth accumulation, investment management, asset preservation and modern distribution practices. William (Bill) K. Colvett, CFP® is the founder and President of Indianwood Financial, LLC, with services offered through H Beck Inc., a leading financial planning, investment management and securities company. Bill provides a wide array of financial, investment advisory and insurance services that assist clients to create, expand, and preserve assets.

At Anderson Family Financial, we specialize in personal financial planning and individual income tax preparation. As a family business, our reputation thrives on our high level of customer satisfaction and personal attention. When our clients are truly confident in their financial future, we have done our job. From growing your wealth to planning for your future, Anderson Family Financial is the financial advisor for your whole family.