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When Markets React No Cash, No Checks, No Problem Preparing For the Ultimate Vacation WE KEEP YOU TOP-OF-MIND BLOG


It has always been our commitment to keep our community’s best interests in mind. It is because of this commitment that we have made the decision to close our offices for meetings for the time-being for the good of our team members and clients, per the CDC’s recommendation, so we can do our part to help stop the spread of this virus. Please note that you will still have access to your advisors as you did before and they will continue to guide you in your financial strategy.

Stay tuned to our website and social media for updates!

We wish everyone the best!
- Michigan Financial Companies

Effective Strategies for your ideal tomorrow


"Impacting: Lives, Lifestyles and Legacies"


Committed to becoming the "Firm of Choice" in Financial Services


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.




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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