01. About Us

We believe that what matters most in life is family, occupation, and recreation. We help facilitate and manage your financial matters so that you can focus on what matters most to you. 

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02. Our Process

An interactive and comprehensive planning process is the best way to create a plan that tends to your financial needs. We help educate our clients throughout the process so they stay informed and on top of their plan.

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Our Services

 

Retirement Income Planning

We help your dollars today become the dollars you’ll need tomorrow by creating efficient and integrated retirement income streams with the power of actuarial science.
 

Wealth Management

We combine investment management and financial planning to create a comprehensive and effective approach to managing wealth.
 

Insurance Planning

Insurance planning is an essential component of any comprehensive financial plan. All of our team members are certified Insurance Producers through the Michigan Department of Insurance and Financial Services. We can help you find the right coverage to allow you to feel confident through financial storms.
 

Legacy Planning

We believe that you should not have to sacrifice your retirement income to leave a legacy. We help our clients create their desired retirement income streams and have the ability to leave a financial legacy for their family or a foundation.
 

Employee Benefits

No matter the company size, we can help optimize your benefits program. Through the development of competitive benefits plans, we can help you attract and retain quality employees.

How can we help?

Find out how we can help you reach your retirement confidently. 

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