Wealth Planning

Utilizing a Comprehensive Approach:

We have found that many people today are uncertain as to what direction they are headed when it comes to meeting their families' financial dreams and responsibilities. We have also found that financial needs, values, goals, and dreams are very different from one person or family to the next, which is why we address these issues utilizing a customized, comprehensive and disciplined approach.

By understanding you and your family's current situation, future goals, feelings, and family dynamics, we can develop a comprehensive plan utilizing customized solutions that are the right fit for you and your family. This level of planning requires experience, integrity, dedication, and resources.

We utilize a well thought out and disciplined approach that helps assure your financial planning needs are being met. By evaluating the following critical wealth management issues, we can help you prepare for life's expected and unexpected economic challenges:

We are dedicated to helping our clients meet their financial goals and dreams. Our association with Michigan based Sigma Financial Corporation firmly positions us with vast resources, including some of the most extensive product and solution providers in the industry. We regard our work as professional as well as personal, which is in line with our traditional family values.

Issue 1 - Investments
Issue 2 - Insurance
Issue 3 - Liabilities
Issue 4 - Qualified Retirement Plan / IRA
Issue 5 - Corporate Stock Option
Issue 6 - Business Succession Plan
Issue 7 - Durable Power of Attorney
Issue 8 - Gifting to Children / Descendents
Issue 9 - Charitable Gifting During Life
Issue 10 - Titling of Assets Issues
Issue 11 - Executor / Trustee Issues
Issue 12 - Distribution plan at Death to Spouse / Descendents
Issue 13 - Charitable Inclinations at Death 

We are dedicated to helping our clients meet their financial goals and dreams.  Our association with Michigan-based Sigma Financial Corporation firmly positions us with vast resources, including some of the largest and well-respected product and solution providers in the industry.  We regard our work as professional as well as personal, which is in line with our traditional family values.  

We look forward to helping you Build Wealth Comprehensively!