Plan Your Path. Pursue Your Passions.

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

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Get Started With Us

Our Process

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    Initial Discovery

    Where you want to go

  • second-opinion-icon

    Second Opinion and Stress Test

    Where you are now

  • personalized-plan-phase-1-icon

    Personalized Action Plan: Phase 1

    Creation of Financial Empowerment Plan

  • personalized-plan-phase-2-icon

    Personal Action Plan: Phase 2

    Implementation of Financial Empowerment Plan

Need More Info?

Attend a Live Event

Attend one of our informational seminars to learn more about retirement income
strategies, wealth management and more…

November 9
Taxes In Retirement
12:00 pm | Old City Hall Restaurant 814 Saginaw St
Bay City, MI 48708

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.

Great Lakes Gives Back

We are honored to support and volunteer with local and national charities throughout the year.

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Aaron's Gifts From Home

Ready to Take

The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at (989) 835-7203