(248) 282-4183
1450 W. Long Lake Road
Suite 150
Troy, MI 48098


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Products and Services

We provide assistance in the following areas:

Investments:

Both Fee-Based & Traditional Brokerage

  • Mutual Funds
  • Equities
  • Fixed Income
  • Unit Investment Trusts
  • Variable Annuities
  • Fixed Annuities
  • Individual Retirement Accounts
  • 529 College Savings Plans
  • Employer- Sponsored Retirement Plans
  • Certificates of Deposit
  • Real Estate Investment Trusts
  • Structured Products
  • Business Development Companies
  • Exchange Traded Funds

Investor Service

  • Comprehensive Financial Planning
  • Retirement Planning
  • In-Retirement Income Planning
  • Navigating Your 401K/IRA Rollover 
  • Estate Planning
  • College Planning
  • Account Consolidation 
  • Life Insurance Reviews
  • Employee Stock Option Planning

Insurance

  • Life Insurance 
  • Long-Term Care Insurance
  • Disability Insurance
  • Healthcare In-Retirement
  • Health Insurance