You've worked hard for what you've achieved. Now it's time to cultivate the fruits of your wealth: a comfortable lifestyle ... an enjoyable retirement ... a meaningful legacy.
Growing and managing your hard-earned wealth demands a planning process rooted in your unique circumstances, values and goals – not a one-size-fits-all formula or the latest hot stock. As independent financial advisors, we're able to offer a wide array of wealth management tools and investment choices, all geared to your specific circumstances and your total financial picture. From designing your portfolio to minimizing taxes and building a legacy for your family, our guidance and advice will stem from one simple factor: your best interest.
We know that trust isn't given, it's earned. Let us show you how a partner worthy of your trust can help you build the financial future you desire.
Our group is proud to serve clients throughout central Michigan and around the country, providing a wide range of financial planning and wealth management services. Many of our clients are already retired; others are working individuals looking ahead to retirement. All of them want to make the most of the wealth they've accumulated. They trust us to advise and guide them because they have confidence in our commitment to their goals.
Collectively, our team members represent a broad and varied array of knowledge and experience in investments, financial planning, insurance and other aspects of wealth management. In working with clients, we emphasize effective communication, creative problem-solving, and a planning approach that is both objective and personal.
* Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss.
Raymond James does not provide tax or accounting services.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.