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.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
There are things about Social Security that might surprise you.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Learn about cyber liability insurance in this entertaining video.
Have you explored all your options when it comes to managing your taxable income?
Savvy investors take the time to separate emotion from fact.
Around the country, attitudes about retirement are shifting.
Make your retirement as exciting as your next vacation.
In the world of finance, the effects of the "confidence gap" can be especially apparent.