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.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • iMoney

    iMoney

    Ideas to help simplify everyday finances.

  • Glossary

    Glossary

    Financial terms from A to Z.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Lifetime Earnings

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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

Ready or Not, You're Retired!

In 2009, 47% of retirees left the workforce earlier than they expected.

Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

An Estate is a Terrible Thing to Waste

A will is certainly the best place to start. However, the goal of any estate strategy should be a smooth transfer of wealth to your heirs.

More Newsletters →

September 03, 2010 @ 03:09 PM

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