If you are having trouble envisioning your retirement, concerned with outliving your assets, or have had a life changing event, we can help simplify the financial decisions that you are faced with. Whether it is dealing with the loss of a loved one, divorce, or work layoff, we can construct a tailored plan specifically for your concerns that will help you navigate through the current situation. The company has a strong focus on retirement income planning and integrating this with tax planning concepts to help you get the most out of your nest egg.

FINANCIAL PLANNING

We are a financial planning and wealth management firm located in Shelby Township, MI serving individuals, families, and businesses. Our distinct approach to the financial planning process is what truly separates the company from the rest of our competitors. The business is also established as an insurance agency with the state of Michigan to offer our clients the whole array of financial and insurance solutions as it relates to their overall plan.

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INVESTMENTS

It’s a question we’ve all asked ourselves of late: Why not just put all of our investments in cash, 100 percent, just until things calm down? Those who are close to leaving the work force may be prepared enough financially to leave stocks behind for now. But investors with a time horizon beyond a few years may need to consider investing for the long-term. This section is aimed at helping you find the investments that best match your personal strategy and tolerance for risk.

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INSURANCE

Insurance plays a big role in any financial plan. We have partnered with several top rated insurance carriers for our clients needs in all of the following areas. Health, Life, Dental, Vision, Short Term Medical, Long Term / Short Term Disability, Long Term Care & Supplemental Medical Policies

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