Let's Focus on your future
The successful life you lead has undoubtedly been an exciting journey to date, but you probably have big plans for your future. We’re here to serve as your trusted guide for moving forward. We invite you to discover comprehensive wealth management that encompasses planning beyond just your portfolio, and an exceptional client experience designed to exceed your expectations and help you achieve your vision.
Never stop earning
How your retirement savings can continue working for you.
Retirement & Longevity
Understanding long-term care
Long-term care planning isn’t just about money; it’s about preserving your quality of life.
Family & Lifestyle
Understanding the difference between long-term care and long-term disability
A person turning 65 today has a nearly 70%1 chance of needing some type of long-term care in their retirement years.
Retirement & Longevity
Bond market perspective
11/27/2023
Drew O'Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
How AR is impacting business
The technology is fast rising in popularity and the possibilities are almost limitless.
Technology & Innovation
Financial resolutions for 2024
Start the new year right by reviewing and revamping your financial plan.
Retirement & Longevity
IRS suspends missed RMD penalty for certain inherited IRAs
Some beneficiaries who inherited an IRA in 2020, 2021 or 2022 will not face withdrawal penalties until 2024.
Retirement & Longevity
Healthcare need? Try printing it
3D printing is transforming the medical industry.
Technology & Innovation
Recurring fiscal deficits and the consequences
11/20/2023
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

- 325 N Old Woodward Ave Ste 320 Birmingham, MI 48009-5335
- T 248.593.2998
- TF 888.475.2265
- F 866.522.9597
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- 20 W Washington St Suite 2 Clarkston, MI 48326
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- 1421 Pine Ridge Rd. Suite 300 Naples, Florida 34109
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