We help you create a personalized financial strategy based on your lifestyle goals. Using our discover process, we work with you to build an appropriate plan that supports your objective then monitor it to help you stay on track. Our services and strategies include:

  • Comprehensive financial planning
  • Investment consulting
  • Advanced portfolio and investment analytics
  • Tax-sensitive investing
  • Alternative investments
  • Trust account strategies
  • Single-stock risk management
  • Business exit planning
  • Financial windfall planning
  • Insurance planning Health, Life, Long term care
  • Foundation and endowment guidance

As an independent firm, we have the flexibility to offer you access to a wide range of non-proprietary products and services without the obligation to sell any particular investment or brand, keeping our focus solely on your wealth management and legacy objectives. Additionally, we’re supported by the resources of LPL Financial, the nation’s largest independent broker/dealer. Providing service to $509.4 billion in advisory and brokerage assets, LPL provides the technology and breadth of services to support sophisticated wealth management solutions.

Financial Planning St Johns MI