As the holiday season approaches, we’re reminded how grateful we are for the wonderful families we serve across Northern Michigan and beyond. Thank you for the trust you place in us to help guide your financial journey with confidence and care.
4 Year-Long Tax Tips for Retirees
Learn about four great tips to lower taxes and maintain your wealth during your retirement.
Back to Basics: 9 Common Insurance Mistakes to Avoid
Choosing an insurance policy that works best for you and your family is so important. Learn how to what pitfalls to avoid when selecting insurance.
Do You Own a Business & Plan on Retiring Soon? 5 Tips for Starting Your Business Transition Plan
Business transition planning is one of the most overlooked sources of retirement income for small business owners. Here are 5 tips to consider when creating your transition strategy.
Financial Resolutions for the New Year: Fewer Decisions. More Confidence.
Strengthening financial literacy and aligning around shared values can help younger generations make informed decisions as they take on greater responsibility.
December 2025 Insights: A season for family, values, and future planning
As the holiday season approaches, we’re reminded how grateful we are for the wonderful families we serve across Northern Michigan and beyond. Thank you for the trust you place in us to help guide your financial journey with confidence and care.
Preparing the Next Generation(s) for Family Wealth
Strengthening financial literacy and aligning around shared values can help younger generations make informed decisions as they take on greater responsibility.
November 2025 Insights: Build a legacy through meaningful holiday giving
As the holiday season approaches, we’re reminded how grateful we are for the wonderful families we serve across Northern Michigan and beyond. Thank you for the trust you place in us to help guide your financial journey with confidence and care.
Investing in Their Future: 4 Smart Financial Gifts for Kids and Grandkids
Finding the right gift for kids and grandkids isn’t always easy. Toys break, trends change, and clothes are quickly outgrown. That’s why more families are considering financial gifts that last far longer.
October 2025 Insights: What Makes a Financial Advisor “Right” for You?
As the holiday season approaches, we’re reminded how grateful we are for the wonderful families we serve across Northern Michigan and beyond. Thank you for the trust you place in us to help guide your financial journey with confidence and care.