Michigan Financial Companies

Our Mission

 “Impacting: Lives, Lifestyles and Legacies.”
 
Our Vision
Committed to becoming the "Firm of Choice" in Financial Services.
 
Our Central Values
Our associates meet the highest professional and ethical standards and are dedicated to helping clients attain their financial objectives of capital accumulation and estate preservation. We are committed to a comprehensive financial analysis process that allows us to thoroughly understand a client’s goals and financial situation. We are committed to providing the same advice to our clients as we would expect to receive.
 
We build strong relationships based on high integrity and mutual respect.
 
Our product is a complete financial analysis.
 
We focus on what is best for our clients.
 
Our associates have future based attitudes.
 
We always deliver what we promise.
 
We finish what we start.
 
All associates have a written plan.
 
Every client receives an annual review.
 
Partnering is in the best interest of our clients and our firm.
 
We maintain a high performance, no excuse culture.

 

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

  • Flipbooks

    Flipbooks

    These magazine-style flipbooks provide helpful information.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators →

Experience U.S. National Parks by Volunteering

This article explores ways to enjoy a relatively inexpensive outdoor vacation.

Tax Season Never Ends for the Self-Employed

Making accurate quarterly tax payments on schedule can help avoid interest penalties for underpayment.

You Need a Will. What About a Trust?

This article provides an overview of basic trust terms and structures and common types of trusts.

S Corp vs. C Corp

From time to time businesses may want to revisit whether the current organizational structure is meeting its needs.

More Newsletters →

November 20, 2014 @ 03:11 PM

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