• Meet Our Team

    Our team of advisors has the experience and expertise to light your way to financial security. Our clients come first. Your goals are ours. Read More
  • Lump Sum Analysis

    Our team of experts have developed a white paper, calculators and other resources to aid in your decision between taking a lump sum buyout and keeping your pension. Read More
  • Guns & Hoses

    Now more than ever, police officers and firefighters need all the help they can get in preserving their retirement savings. Read More
  • Calculators

    Estimate your taxes, what you need to save to retire, or what it will take to pay for college using our free calculators. Read More
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2014 Outlook

Our 2014 Outlook provides an informative overview of global markets as it pertains to our strategies for the New Year. It outlines the broad scope of what is considered when we work with you to continuously improve your financial plan and provide the framework necessary for obtaining your unique goals.

 

 

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Deferred Comp Guidebook

Michigan police officers and firefighters have a wide array of unique benefits. These benefits range from nuances of annuity withdrawals in certain defined benefit pensions, to DROP programs and the aspects of Social Security benefits in exempt systems. This guidebook covers the issues surrounding Deferred Compensation and Defined Contribution plans.

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Michigan Business Climate

Understanding the complexities of the evolving Michigan economy is crucial for business owners and investors. We have put together a comprehensive report of the Great Lake State's economy including the evaluation of Michigan stocks, local real estate, the Michigan oil and gas market, and regional employment analyses.

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Guns & Hoses

Leon and Matthew have once again revised the backbone of our program for police officers and firefighters, the Guns & Hoses Retirement Guide. This update includes changes for 2013 tax laws, 457 contributions, and timely economic and political updates that add relevant context to real-life examples.

 

 

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