We are an independent financial services firm working with a select group of individuals, families, and businesses in the Detroit Metropolitan area. We are a family business, dedicated to building long term relationships based upon knowledge, trust, and mutual respect. Unlike calling an impersonal, confusing and often time consuming corporate 800 line, we are always available to address and manage your day to day concerns. When you call us, you get us.
As independent advisors, we work for you. We are not tied to a specific company or the financial services they provide. We use our experience to match the universe of available investments to meet your needs, goals, and comfort levels.
As your personal financial advisor, our goal is to provide you with an exceptional investment experience. This is accomplished through a lifelong partnership, not a one time transaction. We listen to you and provide clarity to your financial objectives, then we use our experience and insight to develop solutions on how to help you accomplish your goals, and finally, we help you implement those solutions.
In this turbulent economy, we are here to keep you focused on your goals and help to take the emotion and anxiety out of your financial life. Additionally, with a practicing Certified Public Accountant as one of the principles, we can professionally advise you on the effects that taxes will play on your investment plans.
We look forward to earning your trust as your independent financial advisors.