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
Avoiding 401(k) Rollover Mistakes
Great Lakes Gives Back
WE ARE HONORED TO SUPPORT AND VOLUNTEER WITH LOCAL AND NATIONAL CHARITIES THROUGHOUT THE YEAR.
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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
Ambassador Event- New Family Appreciation Dinner
Lunch & Learn- Estate Planning/ Wills/Power of Attorney/ Trust
Featuring: Chrysa Milholland – Attorney, Weiler Law Group, PLC & Grace A Dow
Taxes in Retirement Workshop
Ambassador Event- Great Lakes Loon’s Game
Ambassador Event- Princess Wenonah Boat Cruise
EXACT DATE TBD
Taxes in Retirement Workshop
Lunch & Learn- State of the Economy and Market Update
EXACT DATE TBD
Featuring: Gradient Investments
Ambassador Event- Christmas Celebration
EXACT DATE TBD
Register for an Event
AS FEATURED ON:
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
