"We help people plan to live like no one else."

Investment and Financial Planning

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

What You'll Get:

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.

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

Financial Planning and Investment Management White-Papers

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…

An Estate Strategy for Your Digital Assets

What should you know? What should your executor know? When you think about your estate, you may think about your personal property, real estate, or investments. You also have other, less-tangible assets – and they…

Read the thoughts of our financial planners and investment advisors.

Market Update for June 2020

In this month’s recap: stocks notched a solid gain, overcoming the rise of reported COVID-19 cases and plans of a slowdown in economic re-openings. U.S. Markets Stock prices climbed higher in June, as investors looked…

Market Update for May 2020

In this month’s recap: stocks rallied in May, sparked by a supportive Federal Reserve, stories of states re-opening, and reported progress on a COVID-19 vaccine. U.S. Markets Stocks rallied in May, sparked by a supportive…

Market Update for April 2020

US Markets rebounded in April fueled by the flattening of the curve & positive results from a COVID-19 trial. The S&P 500 inceased 12.68% & NASDAQ 15.45%.

Market Update for March 2020

It has been a difficult month for investors. Since the February 19th peak, the S&P 500 Index has shed 34% to its most recent low (St. Louis Federal Reserve). That’s roughly in line with the average…

Market Update for February

As February began, there were rumblings of the seriousness of the coronavirus spreading through China. While there were isolated outbreaks around the globe, they were just that – isolated.

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3303 W. Saginaw Street, Suite C1
Lansing, Michigan 48917

2109 Hamilton Road, Suite 130A
Okemos, Michigan 488641 A, Okemos, MI 488

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                        (other time/day appointments available on request)

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