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.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
There are four very good reasons to start investing. Do you know what they are?
The uncertainties we face in retirement can erode our sense of confidence.
Here are six flags that may make your tax return prime for an IRS audit.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Why have the markets been so volatile recently?
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
How will you weather the ups and downs of the business cycle?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What are your options for investing in emerging markets?
How does your ideal retirement differ from reality, and what can we do to better align the two?