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.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
What kind of auto insurance should you have? Do you know?
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
When you’re married and have children, insurance needs will be different.
There are common mistakes you can avoid when saving for retirement.
A few strategies that may help you prepare for the cost of higher education.
This calculator can help you estimate how much you should be saving for college.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Do you have causes that you want to support with donations? Here are three tips.
The market is as unpredictable as the weather. We’d love to help you prepare.
Have you explored all your options when it comes to managing your taxable income?
There are three things to consider before dipping into retirement savings to pay for college.
Smart investors take the time to separate emotion from fact.
Roth IRAs are tax advantaged in a different way from traditional IRAs.