We understand that everyone has unique goals and circumstances. Our role is to assist in your journey and provide guidance alongside you.
As a partner in your financial well-being, we strive to gain an understanding of each client as an individual. This allows us to provide a personalized approach for every stage of life.
Traditionally you would consult with multiple professionals to guide your personal financial decisions. Our team uses a comprehensive approach to assist in implementing your vision as we navigate life together.
The complexity and uncertainty of investing in an ever-changing marketplace can be frustrating and overwhelming. Our team listens to your concerns, addresses the challenges you are facing and implements a long term, personalized financial plan.
You can trust our team of experts to identify the best solutions to protect yourself and your family. We assist in navigating your senior health care options and long term care solutions. Our team also evaluates your life insurance needs to care for your family when you no longer can.
Using a thoughtful approach to managing and mitigating your tax liabilities is an essential part of your financial health. We offer comprehensive solutions for your tax needs.
An effective estate plan provides you peace of mind by expressing your wishes simply and thoughtfully. Our strategic partners will ensure that your family is protected and your assets are transferred smoothly to your loved ones with minimal cost and delay.
Whether purchasing a new home or refinancing your existing, navigating the overwhelming options can be exhausting. Our strategic partners use their extensive knowledge to provide the best solutions to meet your needs.
Protecting you, your loved ones and your assets is imperative. Our strategic partners can structure home and automotive insurance policies that are best for your needs. As independent brokers working with top-rated insurance carriers, they offer a variety of coverage options at competitive prices.
While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us. To help prepare for this meeting, you should have a basic idea of your current financial picture and financial goals. How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and longer term?
OFFICE HOURS
Monday – Friday
9AM – 5PM
FAX
810-355-2444
PHONE
800-960-4560
