Employees of:  Michigan State University, University of Michigan, Sparrow Hospital, Trinity Health, Henry Ford Health, LBWL, The State of Michigan, General Motors (salaried), SalesForce, DTE, Meijer, AT&T, Delta Airlines, FedEx and many, many more…

Your 401k is eligible for professional money management within your plan! *Industry studies estimate that professional financial advice can add from 1.5% to 4.0% to portfolio returns over the long term, depending on the time period and how returns are calculated.

*Source:  Vanguard Putting a Value on Your Value 2022: Envestnet Capital Sigma 2019 and Russell Investments 2022 Value of an Advisor

70% of retirement plan participants want help from financial professionals.

*Source:  JPMorgan 2021 Defined Contribution Plan Participant Survey

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Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.