Broker Check

42714 Woodward Ave, Suite B, Bloomfield Hills, MI 48304

  • P. 248.334.9600
  • F. 248.334.9603
About Us. Insight. Our Team. Patience. Our Mission. Goals. Our Services. Your Needs.

Caring

One of our primary goals is to develop a long-term, trusting relationship with you. We strive to accomplish this goal by placing great importance on your questions and concerns. Your agenda is our agenda.

Learn More

Independent

We aren't tied to products or services from a single company or family of companies but are free to find those products and services that are best for our clients.

Learn More

Practical

We understand today’s financial environment. We know that individuals face unique challenges. Let us take the mystery out of preparing for today and tomorrow.

Learn More

Helpful Content

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Global vs. International: What’s The Difference?

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

 

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Social Media: #Newest Business Liability Risk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

View all articles arrow

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

View all videos arrow