Our Services

For a Free Financial Fitness Assessment! Call 989 486-9798!

In a friendly, relaxed atmosphere, our advisors will walk you through a step-by-step process to design your customized plan that will help you reach your target. Our advisors understand your reticence...perhaps a little fear... and will hold your hand as we walk you through a step-by-step process. We begin slowly and take baby steps to enable you to see your next step. We aren't satisfied until you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services

  • Tax management
  • Investment management
  • Budgeting and money management
  • Retirement strategies - individuals and small businesses
  • Estate planning and conservation
  • Insurance and annuity products
  • College savings options
  • Life insurance strategies
  • Long-term care solutions

"Faith is taking the first step even when you don't see the whole staircase." Martin Luther King