Services Overview
The passion of our financial advisors is to help people find and achieve their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you achieve.
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Financial Planning
Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.
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Retirement Planning
We’re here to help you avoid a retirement crisis by putting your financial plan into concrete terms using our five-step process.
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Investment Management
Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.
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University Employee Services
Our team of financial planning professionals has many years of experience working with the faculty and employees of the University of Michigan and staff of Michigan Medicine in understanding their unique benefits and offerings.
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Estate Planning
Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.
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Tax Planning
Our professional tax planning team of CPA’s can work directly with your Accountant to review your recent tax returns and identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.
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401k Management
Our team will manage your specific workplace retirement and benefit programs to help assure that all of your investments are in alignment with your overall long-term financial goals.
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Values Based Investing
Morally & Socially Responsible Investing examines your investments and determines which companies profit from or support issues that may conflict with your beliefs.
