PLAN YOUR PATH.
Pursue Your Passions.

We inform and empower families to make better decisions with their hard-earned money through tailored financial planning.

PLAN YOUR PATH.
Pursue Your Passions.

We inform and empower families to make better decisions with their hard-earned money through tailored financial planning.

GET STARTED WITH US
Our Process

Initial Discovery

Where you want to go

Second Opinion and Stress Test

Where you are now

Personalized Action Plan: Phase 1

Creation of Financial Empowerment Plan

Personal Action Plan: Phase 2

Implementation of Financial Empowerment Plan

REQUEST YOUR GUIDE TO

Avoiding 401(k) Rollover Mistakes!

If you contribute to a 401(k), its flexibility gives you choices as you go through life. Make sure you know the rules, because 401(k) rollover mistakes can be costly

Great Lakes Gives Back

WE ARE HONORED TO SUPPORT AND VOLUNTEER WITH LOCAL AND NATIONAL CHARITIES THROUGHOUT THE YEAR.

GET TO KNOW
Our Team

It is our mission to help individuals and families achieve their ideal retirements. It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.

NEED MORE INFO?
Attend a Live Event

Attend one of our informational seminars to learn more about retirement income strategies, legacy planning and more.

*Dates and times are subject to change- please fill out the form or call the office to reserve your spot

Taxes in Retirement

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Taxes in Retirement

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Register for an Event

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Schedule Your
Complimentary Consultation

For more information about any of the products and services listed here, schedule a meeting today by filling out the form below or give us a call at (989) 835-7203