Take the first step toward reaching your

Financial Goals

Get the information that can help you live a confident retirement.

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Attend an Event

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

Upcoming Events:

February 27
Plan Your Dream Retirement!
6:30 pm | Andiamo – Livonia

Keynote Topics: Stock Market Volatility, Common Mistakes, Tax Mitigation, Legacy Planning and Current Events

February 29
Plan Your Dream Retirement!
6:30 pm | Andiamo – Livonia

Keynote Topics: Stock Market Volatility, Common Mistakes, Tax Mitigation, Legacy Planning and Current Events

March 5
Plan Your Dream Retirement!
6:30 pm | Ciao Amici’s – Brighton

Keynote Topics: Stock Market Volatility, Common Mistakes, Tax Mitigation, Legacy Planning and Current Events

March 7
Plan Your Dream Retirement!
6:30 pm | Ciao Amici’s – Brighton

Keynote Topics: Stock Market Volatility, Common Mistakes, Tax Mitigation, Legacy Planning and Current Events

March 19
Plan Your Dream Retirement!
6:30 pm | Diamonds Steak and Seafood – Howell

Keynote Topics: Stock Market Volatility, Common Mistakes, Tax Mitigation, Legacy Planning and Current Events

March 21
Plan Your Dream Retirement!
6:30 pm | Diamonds Steak and Seafood – Howell

Keynote Topics: Stock Market Volatility, Common Mistakes, Tax Mitigation, Legacy Planning and Current Events

April 9
Plan Your Dream Retirement!
6:30 pm | Lucky’s Steakhouse – Fenton

Keynote Topics: Stock Market Volatility, Common Mistakes, Tax Mitigation, Legacy Planning and Current Events

April 11
Plan Your Dream Retirement!
6:30 pm | Lucky’s Steakhouse – Fenton

Keynote Topics: Stock Market Volatility, Common Mistakes, Tax Mitigation, Legacy Planning and Current Events

April 23
Plan Your Dream Retirement!
6:30 pm | Lucky’s Steakhouse – Fenton

Keynote Topics: Stock Market Volatility, Common Mistakes, Tax Mitigation, Legacy Planning and Current Events

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Rather Meet

One-on-One

Schedule a visit with a member of our team to create your financial strategy today.

Or give us a call at 810.775.6637.

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