Client Access

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

GIVING BACK to the communities in which we live was a principal our parents taught by example:

When Traverse City became a new affiliate in April 2017 for the National Alliance on Mental Illness, Debbie immediately joined the chapter. The goal is to provide education and support to families in need. We all experience emotional ups and downs from time to time caused by events in our lives. Mental health conditions go beyond these emotional reactions and become something longer lasting. They are medical conditions that cause changes in how we think and feel. They are not the result of personal weakness, lack of character or poor upbringing. Loved ones languish in jails, emergency rooms and the streets. Debbie is passionate about working to remedy these injustices, raise awareness and ending the stigma around what is a biological disease. 




WELCOME AMY

Amy Travis, Financial Advisor, joined our team on May 16 th. She comes with over 25 years of experience in the financial services industry. She holds Series 7, 63 and 65 licenses and recently attained the Financial Paraplanner Qualified Professional (FPQP™) designation. She will utilize her extensive background in administration and operations to help our team provide caring customer service and personalized financial plans for our valued clients. Amy is a Traverse City native and lives in Kingsley with her husband Randy. They have two grown daughters, Katie and Lilly.  




UPCOMING EVENTS

Women and Investing Interactive workshop:

Women face a different set of challenges and opportunities when it comes to investing and planning for their financial futures. Please join us Saturday, September 21st for our 4th Women and Investing workshopRegister here.

Retirement School:

About 37% of retired Americans report they retired earlier than planned as a result of health problems, buyout packages, layoffs, grandchildren or caring for an aging parent. (Source: Health and Retirement Study)  

Preparing for and transitioning into retirement can be both exciting and anxiety provoking.  To help ease the anxiety, we invite you to attend Retirement School in October.  Those approaching or in retirement will learn how our retirement income model will replace your paycheck, ways to manage taxes in retirement and strategies for claiming social security.

Outside experts will be joining us and food will be served.  Look for your invitation in the mail and check back here for more information and to register.



CRAIG WEALTH ADVISOR'S YOUTUBE CHANNEL

To enhance our clients financial knowledge and in keeping with our commitment to client education as a cornerstone of our practice.  Please visit our Youtube channel to view and share our videos on a variety of financial topics.  If you have a topic you would like us to cover, please contact us or email Barbara



THANK YOU TO ALL THAT ATTENDED OUR CUSTOMER APPRECIATION EVENT ON AUGUST 9TH!  WE ENJOYED SEEING EVERYONE OF YOU AND LOOK FORWARD TO SEEING YOU ALL AGAIN NEXT YEAR.


As the summer draws to an end we hope you all enjoyed this beautiful time of year and are looking forward to a magnificent and bountiful fall.

Debbie, Barbara and Amy




Previous Post

Popular Posts

Facebook Friends