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Who We Are

Our associates work as a team to provide clients with comprehensive financial, retirement, investment, business owner and estate planning using proven strategies and state-of-the-art software. Our advisors can help clients implement financial solutions to address the unique needs uncovered during the financial planning process.

Our firm's Serve First, Last and AlwaysSM philosophy – the one that uniquely defines the way we do business – is that in all client engagements, we are committed to do whatever is required to get our clients to take the actions that are necessary to put their financial affairs in order. The hallmark of our firm has always been to deliver personalized financial plans and solution strategies to help meet the unique needs of our clients.

If this kind of partnership makes sense to you, give us the opportunity to personally discuss the benefits you and your employees can enjoy by working with us.


The Michigan regional planning office difference:

  • Knowing what works: Our commitment to delivering an open architecture model gives you access to products and services from highly rated and recognized companies. Our Serve First, Last and AlwaysSM culture emphasizes our advisors’ dedication to helping clients.
  • Best practice business processes: Solutions that support multiple business models – including dual registrations for Investment Advisory activities as well as B-D registration for commission based products.
  • Scale & Reach: Local, regional and national resources support the Michigan regional planning office with dedicated specialists spanning over a dozen office locations.
  • Depth & Breadth: The Michigan regional planning office supports a variety of financial products including investment and advisory products; annuities – fixed, index, and variable; long-term care products; and life insurance.
  • True Independence: Core infrastructure support so that you can operate as the practitioner without the pressure of acting as a business owner. We have no production requirements or proprietary pressures.