Comprehensive Financial Planning

Our financial planning goes far beyond the typical service of financial advisors. We offer a comprehensive suite of services that is designed to integrate all aspects of your financial picture. Our advisors are here to help you achieve what matters to you—whether that’s a confident retirement, your bucket list of activities, or your family legacy. If it is important to you, it is important to us.

Couple going through the financial planning process, shaking hands with the advisor

Financial Planning

Our team is committed to providing you with a different type of financial planning experience, which means going beyond just pointing you in the direction of an investing provider. We walk with you every step of the way and are always ready to answer questions, explain investments, and align your plan with your family’s evolving needs and goals.

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retirement income planning Graph showing Life planning from 20's- 80's

Retirement Planning

We provide comprehensive retirement planning through a long-term partnership with you. We design, implement, and continually monitor your plans and investments through an integrated FSA CARES process designed to help you have a successful retirement.

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legacy planning - family on the beach with grandparents, grandkids and daughter with husband

Legacy Planning

We offer thorough and thoughtful legacy planning that optimizes risk and helps protect your legacy. Our team can help you create clear and effective legacy strategies that align with your vision and values, creating a lasting impact for the next generation.

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Document showing the meaning of retirement annuity


Can annuities help you achieve your financial goals? Our advisors are knowledgeable about annuities and can help you decide if they are right for you. Whether you want to have a guaranteed income, save more for retirement, or build wealth, annuities can be an excellent option.

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50 West Big Beaver
Suite 500
Troy, Michigan 48084

tel. 800-977-9292