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Our Services

In order to provide our clients with a comprehensive financial plan, it is necessary to implement many different strategies.

 For the individual:

Retirement Plans
Tax Reduction Strategies
IRA Planning and Management
Asset Management
Investment Strategies
Risk Prevention Strategies
Financial Estate Planning
Survivorship Planning

For the Business Owner:

Business Succession Planning
Employee Benefit Planning
Deferred Compensation Plans
Key Employee Benefits

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To assist our clients with their legal and accounting needs, we have long-standing relationships with Tax Attorneys, CPA’s and Estate Planning Attorneys throughout Southeast Michigan. However, the involvement of a client’s existing Professional Advisors is highly encouraged and valued.