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Personalized Financial Planning From Our Family to Yours

When somebody says you’re like family, it means they know you well, care about your well-being and genuinely want you to be happy. Together, you have a good rapport, underpinned by a solid relationship built on mutual loyalty and trust.

That’s how we are with our clients. It’s about more than just their investments, but truly understanding who they are, connecting with them in a personal manner and caring about their every need, whether it’s retiring well, selling their business or putting a son or daughter through college. We derive a deep contentment from helping our clients pursue their cherished goals and being there to make a difference in their lives.


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Video Library

The Importance of Financial Planning

There’s nothing more important than having the right plan. That’s why financial planning is the very core of our practice.

Our Highly Credentialed Team

Having four Certified Financial Planner practitioners is the deeply credentialed distinction that sets us apart. 

Multi-Generational, Whole-team Perspective

You’ll have our full team and whole family looking out for your best interest.

How We Work and Why it Works So Well

Our advanced planning approach extends beyond investment management to address the full picture of your financial life and all its details


Three Strategies for Preserving Generational Wealth

Four Commonly Missed Financial Opportunities for Corporate Executives

Business Owner’s Wealth Management Checklist

11 Step Checklist to Unlock Your Financial Future

Michigan Office

420 South Brown Street
Jackson, MI 49203

Arizona Office

2375 E. Camelback Road
Suite 600
Phoenix, AZ 85016

Florida Office

4851 Tamiami Trail North
Suite 200
Naples, FL 34103

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