Feel Confident in Retirement and Help Protect Your Legacy

We know how meaningful it is to have a relaxing and confident retirement. Our trusted advisors are here to listen, understand your goals, explain investments clearly, and work as a team with you to pursue a worry-free retirement. We look at the full picture of your finances and can help you protect your assets and legacy for future generations.

A Holistic Approach to Your Retirement

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

Considering Your Legacy

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.

Other Plans


50 West Big Beaver
Suite 500
Troy, Michigan 48084

tel. 800-977-9292