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Fiduciary Financial Advisor Coordinating Your Financial Life 

Make the Right Financial Decisions

 GET ORGANIZED  |  AVOID FINANCIAL MISTAKES  |  Live Confidently in Retirement

 

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Don’t Live With Financial Blind Spots

You are doing well, but with retirement right around the corner (or already here), you want to make sure you are making the right financial decisions. Making a mistake at this stage in your financial journey can be irreversible, because one bad financial decision can dramatically impact your financial security and quality of life. You just want to know you are covered and that someone else is keeping a close eye on your financial well-being so that you don’t have to do it alone.


Get a Plan that Considers Everything

We work with families and individuals in Traverse City and Northern Michigan to develop a financial plan that considers everything that affects your financial life. From tax planning to insurance reviews, we consider everything IN ADDITION to your investments so that your financial plan addresses the gaps that potentially leave you vulnerable. Some of the biggest financial mistakes are the ones you don’t see coming, but we do and helping you avoid financial missteps is a core part of how we serve our clients.

Discover

Discover what you need to do to live and retire well. No matter where you are in your financial journey, we're here to guide you through your next right steps.

Plan

From estate planning and tax planning to investment management and overall consulting, we devise a plan that considers every aspect of your financial picture.

Protect

A huge aspect of making the right financial decisions is closing up the gaps in your financial life that leave you vulnerable to financial harm.

Live

You’ve planned and prepared for financial independence. Live freely knowing you have a financial advisor making sure you’re making all the right moves.


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We Do More So You Can Worry Less

Work with a fiduciary financial advisor who is committed to your financial well-being. We understand the financial concerns that come from complex financial situations like owning or selling a business and coordinating social security, retirement benefits, and insurance needs in retirement. We recognize that your time is valuable and financial decisions can become heavy in retirement. For this reason, clients hire us to manage the big picture and handle the details. We do more so you can worry less, like coordinating your financial life with CPAs, attorneys, and insurance agents all while managing your investments.

Financial Strategy

Retirement Planning

Estate Planning

Tax Planning

Insurance Review

Investment Management

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Retirement is a time to worry less about your finances and live freely… the way you planned!

 

GET STARTED BY SCHEDULING A 30-MINUTE CALL

We pour over the financial details, so you don't have to anymore. Hiring us frees up your time to spend how you choose—whether that is with family, friends, traveling, or whatever passion you want to pursue.