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Investment and Financial Planning

We develop a plan tailored to meet your specific goals and objectives.

Knowledge & Experience

You'll get to utilize our 20+ years of experience and work with a fiduciary to secure your financial future.

Straight Forward Fees

You'll receive valuable financial guidance with fair and fully-disclosed fees.

As Financial Planners who assist our clients with their investment needs, we developed our Learning Center to assist you with understanding important financial topics. We have offices in Okemos, Michigan and Lansing, Michigan.

“Failing to plan is planning to fail.” – Alan lakein

Financial Planning and Investment Management White-Papers

Managing Drug Costs

How can households meet the challenge? Are prescription drug costs burdening your finances? Some people find it a challenge to manage the cost of prescription drugs. Americans pay an average of $1,200 per year for…

College Funding Options

You can plan to meet the costs through a variety of methods. How can you cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college…

The Major Retirement Planning Mistakes

Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees. Calling them “mistakes” may be a bit harsh,…


Long-established retirement account rules change.  The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the…

Your Changing Definition of Risk in Retirement

Some things to consider. During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive,” and that guided how your portfolio was built. Maybe you concerned yourself with finding the “best-performing…

Financial Strategy for Athletes

Step One: Find a trusted financial coach; Step Two: Listen to your coach. Whether you are a professional athlete, a college amateur, or an aspiring Olympian, you probably know what success feels like. You also…

Financial Tidbits for April

Financial Tidbits Relevant information and articles to improve your financial life. Issue 5  April 9th 2021 Message From Your Advisor For the second consecutive year, the IRS has granted a slight reprieve by changing the…

The KISS Principle

The KISS Principle is something that I’ve grown up having engrained into my head. If you haven’t been hit over the head with it your entire life, KISS stands for Keep It Simple, Stupid. While…

House Buying – A Big Commitment

Buying a house is a big commitment. While one of your first steps (after saving money for the purchase) is to speak with a mortgage professional, they will provide you with an overview of what…

Pros and Cons of REITs

In the past several months, I have fielded calls from a few different clients that have heard, and become interested in, investing in Real Estate Investment Trusts (REITs for short). A REIT is a form…

We All Scream For Ice Cream!

We’re in the birthday season in my house. While it would be wonderful if this was limited to one party for my (almost) 8-year old son, this is not the case. In fact, due to…

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