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.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Five strategies for managing your student debt.
What role would taxes play in your investment decisions?
Learn when it may not make sense to file a claim on your home insurance.
Military families face unique challenges, making personal finance even more critical.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
This calculator will help determine whether you should invest funds or pay down debt.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
It’s never a bad time to speak with your financial professional about changes in your situation.
Learn about what risk tolerance really means in this helpful and insightful video.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Imagine your ideal post-pandemic retirement with this animated video.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Here’s a crash course on saving for college.