Client Access

Start Planning Today!
Traverse City 231-943-2920
Alden 231-331-5500
Trusted Relationships, Personalized Plans

Latest Posts

Despite the current market turmoil, several factors support future equity growth, says Chief Investment Officer Larry Adams, CFA, CIMA, CFP®
More

How to Beat the Market Heat
October 26, 2018

When volatility hits, keep a cool head and consider taking advantage of potential opportunities. 
More
Some suggestions on to how plan for the transition of ownership
More
With Medicare’s open enrollment season upon us, let's make sure you’re getting the most from Medicare
More

How do I get paid?
October 11, 2017

In my practice, I allow the client to choose how I get paid
More

Popular Posts

Facebook Friends