Integrated Financial Planning & Employee Benefit Solutions
Our team is positioned to help our clients navigate challenging financial markets, labor conditions, and rapidly growing employee benefit regulations. We discern strategic solutions to address estate planning, tax efficient investing, Medicare options, corporate group benefits, retirement plan administration, and more.
Time-Tested Wealth Management & Business Benefit Experience
We have been serving individuals, families, and business owners throughout Mid-Michigan for more than 40 years. We are an established independent financial services firm staffed with knowledgeable advisors who have 148 cumulative years of experience in strategic wealth management, group health plans, and 401(k) plan design.
Comprehensive Wealth Management
We guide our clients toward financial independence with custom investment strategies and retirement planning.
Individual Insurance Solutions
We safeguard our Michigan families with customized life insurance, disability income protection, and long-term care strategies.
Employee Benefit Solutions
We partner with business owners throughout Michigan to design competitive group health insurance, dental, vision, and flexible benefit plans with a goal to attract competitive talent.
Qualified Retirement Plans
We guide Michigan employers in boosting employee retention and financial wellness by establishing and administering compliant 401(k), 403(b), and profit-sharing plans.
Valued Financial Guidance
Valued Financial GuidanceWe leverage our deep local experience to help our clients pursue their comprehensive financial, insurance strategies, and retirement planning goals.