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10691 E Carter Rd, Ste 101, Traverse City, MI 49684 231-933-0631

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RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

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.

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Test Your Life Insurance Knowledge

Test Your Life Insurance Knowledge

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The Power of Compound Interest

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IRA Withdrawals that Escape the 10% Tax Penalty

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Social Security: The $64,000 Question

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Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Jane Bond: Decoding Diversification

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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