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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.

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…

3,453 Day Bull Run

On Wednesday, the bull market turned 3,453 days old. By most definitions, that is the longest bull run on record. Since the financial crisis bottomed on March 9th, 2009, the S&P 500 has risen more…

Ten Free Tips To Financial Freedom

I sometimes get asked to dispense with some free financial advice. Frankly, there are times when it doesn’t make sense for someone to pay a financial planner to put a plan together (sacrilegious, I know!).…

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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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