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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.
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
420 South Brown Street
Jackson, MI 49203
2375 E. Camelback Road
Phoenix, AZ 85016
4851 Tamiami Trail North
Naples, FL 34103