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.
Learning Center
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    Articles

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    Newsletters

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    Glossary

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Calculators

Financial IQ Test

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Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Savings Accumulation

Estimate the future value of your current savings.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Newsletters

HOT TOPIC: Why Watch the Employment Situation

Labor reports showed some signs of improvement in the second half of 2011. This article takes a closer look at the official reports that track employment, factors that held back job creation after the recession officially ended, and whether recent gains are enough to spark more robust growth.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

HOT TOPIC: The Federal Estate Tax Is Back and May Be Here to Stay

The estate tax has been reinstated after being allowed to lapse in 2010. The new estate tax provisions are the most generous in decades — but they are temporary. A far more stringent estate tax is slated to take effect after 2012. Fortunately, a properly structured trust may help some families reduce their potential exposure to the estate tax.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

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Market Watch

February 06, 2012 @ 02:54 AM

Dow Jones Industrials 12,862.23+ 156.82
Nasdaq Composite 2,905.66+ 45.98
S&P 500 1,344.90+ 19.36

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