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IMPORTANT UPDATE

Beginning July 29, 2020, our Southfield and Sterling Heights offices will be closed for proper sanitization until Wednesday, August 12th. Our advisors are still available to meet remotely, either via phone or web conference. Please feel free to continue to reach out to them should you have any questions. Stay safe and healthy!

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Effective Strategies for your ideal tomorrow

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 objective 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.

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.

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Advisor Perspectives

Advisor Perspectives

What financial issues have been on our mind? Whether it’s ideas from the industry or emerging trends, you can read about it here. Keep checking in to read articles from the point of view of our experienced advisors.

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