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Plan for Tomorrow

Live for today

Live for today

Let us help you plan for the future.

Our Qualifications

We have been working with individuals and businesses in the Grand Blanc area over three decades.  Additionally, our representatives are registered to offer securities in various states and therefore are able to service many clients outside of Michigan as well. 

Each of our financial advisors have extensive personal and professional experience.

Many hold various professional designations, and qualified representatives are registered and/or licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a sound financial future.

We're looking forward to using our expertise to help you pursue your financial goals.