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.
Helpful Content
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
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Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.