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.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
It may help your business be better prepared in the event of the death of a principal or key employee.
Currency has been around for a long time. Here’s a quick history lesson.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator demonstrates the power of compound interest.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
Estimate the total cost in today's dollars of various mortgage alternatives.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
How do the markets usually react to elections? Was the 2016 election any different?
You’ve made investments your whole life. Work with us to help make the most of them.
Make your retirement as exciting as your next vacation.
What if instead of buying that vacation home, you invested the money?
What does your home really cost?