Who We Serve

 

Our platform of services are separated into three categories, defined by those we serve: personal financial planning for Individuals & Families; retirement savings & employee benefit solutions for Institutions, and retirement plan and group benefits for Businesses.  In all cases, we employ a highly personalized approach, tailoring our planning and solutions specifically to your needs.

 
 

Individuals & Families

 

Institutions

 

 Businesses

 

Our Client Resources

 

We believe great resources are essential for one to be successful. Therefore, we have educational videos, important logins, financial calculators, and recommended web links we feel would be beneficial and support your financial success.

 

 

Videos

Policy | Trusts | Insurance | FAQ

 

Logins

Access in One pLace

 

Calculators

Investing | Savings | Loan

 

Web Links

RECOMMENDED RESOURCES

 

Our Two Locations

 

Which office is more convenient for you?

 

 

Royal Oak Office

1918 n. main st.

Our Royal Oak office is located on the East side of N. Main St. between Twelve Mile Rd. & Thirteen Mile Rd.

 

Livonia Office

32003 Plymouth Rd.

Our Livonia office is located on the South side of Plymouth Rd. between Farmington Rd. & Merriman Rd.