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.

Savings Accumulation

Estimate the future value of your current savings.

Disability Income Insurance

How much Disability Income Insurance do you need?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Car Affordability

How much can you afford to pay for a car?

More Calculators →

Looking Back, Looking Forward

Various indicators (leading, coincident, and lagging) may be helpful to better understand economic trends.

Bridging the Gap Between Retirement and Medicare Eligibility

The health exchanges could be beneficial for early retirees who need coverage before they are eligible for Medicare.

Small Business Owners Deserve a Vacation

Some tips for fitting a personal vacation into business plans and helping the business run efficiently.

Matching the Market

A look at the many types of indexes and indexed investments tracking various segments of the economy.

More Newsletters →

October 24, 2014 @ 11:00 AM

Dow Jones Industrials ETF + 0.1 %
Nasdaq Composite ETF + 0.3 %
S&P 500 ETF + 0.1 %

[ Markets | Charts | Quotes | Portfolio ]


Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
© Interactive Data Managed Solutions (NYSE:IDC) All rights reserved.