We are a comprehensive wealth management firm based in Traverse City, Michigan and serving clients all over the country. We seek to build long-lasting relationships with clients who share our philosophy of thorough planning and disciplined investment management.
Wealth management isn’t just for the ultra-wealthy. Our clients are hardworking, forward thinkers who want to build stable, independent financial futures and are willing to partner with a team of professionals.
We seek to be our clients’ Chief Financial Officer, a trusted confidante who provides ongoing guidance for every major financial issue they face. By offering an extraordinary level of personal service and continuous follow-up, we let our clients get back to living life comfortable in the knowledge that we are looking after the details.
Making the most of surprises is a great reason to work with us.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
For homeowners who think their property taxes are too high, there are ways to appeal.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Tips to avoid checking in luggage on your next vacation.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Learn when it may not make sense to file a claim on your home insurance.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Estimate how much you have the potential to earn during your working years.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you may need to save for retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you should be saving for college.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Here’s a crash course on saving for college.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Taking your Social Security benefits at the right time may help maximize your benefit.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.