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.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
It's important to make sure your retirement strategy anticipates health-care expenses.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Here's a breakdown of how the federal government spends your tax money.
The uncertainties we face in retirement can erode our sense of confidence.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Understanding the cycle of investing may help you avoid easy pitfalls.
A bucket plan can help you be better prepared for a comfortable retirement.
There are three things to consider before dipping into retirement savings to pay for college.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
The decision whether to buy or rent a home may have long-term implications.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.