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

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Case Studies

See the various ways in which we've helped our clients.

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Independent Planning

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

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Business

Your own financial health, and that of your employees is key to a successful & fulfilling small business.

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University Fidelity
& TIAA CREF Accounts

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

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1

Independent Planning

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

2

Retirement

Plan to maintain your desired lifestyle before and during retirement.

3

Investment

You are free to enjoy your money while we diligently manage your investment assets.

4

University Fidelity & TIAA CREF Accounts

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

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Client Access