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.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Tips on insuring your teen driver.
There are ways to improve your physical fitness without denting your fiscal fitness.
The true cost of raising a child may be far more than you expect.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you should be saving for college.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the financial impact of leasing versus buying an automobile.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Here are five facts about Social Security that might surprise you.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
You’ve made investments your whole life. Work with us to help make the most of them.
Smart investors take the time to separate emotion from fact.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Around the country, attitudes about retirement are shifting.