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.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Regardless of how you approach retirement, there are some things about it that might surprise you.
It's important to understand the pros and cons when considering a prepaid debit card.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much you have the potential to earn during your working years.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There’s an alarming difference between perception and reality for current and future retirees.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What is your plan for health care during retirement?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Learning more about gold and its history may help you decide whether it has a place in your portfolio.