(734) 272-4224 | Client Access| Educational Resources

Check the background of these investment professionals on FINRA’s BrokerCheck

Our Mission

is to inspire our clients to lead more balanced, organized and simplified financial lives so they can focus time on those things in life that cannot be delegated. We provide this through comprehensive financial planning, investment management, education and proactive service which exceed expectations.

Case Studies

From investment management to small business planning, see how we help our clients.

Read More

Independent Planning

As CFP® professionals we offer a comprehensive review of your finances with no strings attached.

Read More

Business

We help your small businesses achieve successful and fulfilling financial health.

Read More

University Fidelity
& TIAA CREF Accounts

We focus on the unique opportunities and challenges afforded to University & Hospital faculty and staff.

Read More

1

We offer a comprehensive review of your finances with no strings attached.

2

We help you plan to maintain your desired lifestyle before and during retirement.

3

We diligently manage your investment assets, so you are free to enjoy your money.

4

We offer expertise on managing unique opportunities and challenges afforded to University & Hospital faculty and staff.

Investment Tools

Client Access