Michigan Financial Companies


Our team's practice has been built around putting our clients' interests first. We understand that every individual, family and business has their own unique goals. We assist our clients in achieving their goals in the most efficient way.

Meet the Team


One of the ways we do this is by providing clients access to their own personal website where they can consolidate all of their financial information in a secure way. This allows our clients to monitor their accounts and work with our advisor's to help reach their individual goals.

We provide custom solutions for both individuals and businesses by incorporating services such as:

Individual Needs

  • Asset Protection
  • College Funding
  • Long Term Care Insurance
  • Retirement Planning

Business Needs 

  • 401(k)
  • Business Succession Planning
  • Employer Sponsored Plans
  • Executive Compensation Strategies

Our Business