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.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
In the face of divorce, making changes to insurance coverage may be overlooked.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
A change in your mindset during retirement may drive changes to your portfolio.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Purchasing homeowners insurance is critical for protecting your home.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator may help you estimate how long funds may last given regular withdrawals.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A bucket plan can help you be better prepared for a comfortable retirement.
Do you know how to set up your financial goals for success? This knight does.
Make your retirement as exciting as your next vacation.