Effective management of your financial strategy requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of wealth management services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of them — we have added these additional services to our firm so that we may serve as a wealth of resources and information to our clients and take a proactive stance to serving their needs.
Our wealth management services include:
- Investment Strategies
- Retirement Planning
- Wealth Preservation Strategies
- College Funding Strategies
- Life and Long-Term Care Insurance Protection
- Estate and Business Succession Planning
- Business Continuation Strategies
- Supplemental Executive Retirement Solutions
- Executive Benefit Programs
- Buy Sell Agreements
- Succession Planning
Meet the wealth management division team:
We have partnered with Michigan Financial Companies to offer these services for our clients.
