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Midland Office

4015 Jefferson Avenue

Midland, MI 48640

Our Mission Statement

Financial Fitness Begins Here!

We are all about family! We provide world-class financial and investment services to help families build for tomorrow. Our team is committed to excellence. We serve with integrity and honesty. You can depend on us to provide financial education, advice, guidance and support in a timely and efficient manner.

Free Financial Fitness Assessment! Call (989) 486-9798! No obligation! What do you need to know to feel better about your retirement planning? (When sticking your head in the sand is not an option.)

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Years of experience have prepared us to guide you through your life transitions.

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