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.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Currency has been around for a long time. Here’s a quick history lesson.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Learn when it may not make sense to file a claim on your home insurance.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
This calculator helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
Use this calculator to compare the future value of investments with different tax consequences.
There are some key concepts to understand when investing for retirement
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.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Are you ready for retirement? Here are five words you should consider.
With alternative investments, it’s critical to sort through the complexity.
It's easy to let investments accumulate like old receipts in a junk drawer.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate