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

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Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

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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The History of Currency

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Long-Term-Care Needs

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

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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This questionnaire will help determine your tolerance for investment risk.

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Comparing Investments

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Historical Inflation

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The importance of life insurance, how it works, and how much coverage you need.

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There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Safeguard Your Digital Estate

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