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.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Important items to consider when purchasing condo insurance.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are hundreds of ETFs available. Should you invest in them?
Making the most of surprises is a great reason to work with us.
Learn how to harness the power of compound interest for your investments.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What does your home really cost?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.