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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

IMPORTANT UPDATE

We are excited to welcome clients back into our office. We will be taking extensive measures to continue to look out for the safety of our community, so you may notice some changes the next time you visit. Of course, you are welcome to continue to meet with your advisor virtually until you personally feel comfortable meeting face-to-face once again. Our staff is prepared to implement safety measures to properly disinfect the surfaces of our office and promote social distancing. Thank you for the opportunity to serve you, in whatever manner you feel most comfortable.

- Michigan Financial Companies -


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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