01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

 

Retirement Planning

Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for. Once employed, we carefully...
 

Estate Planning

For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they have...
 

Tax Planning

We mitigate taxes for our clients. We don't want our clients paying a dollar more in taxes than what is required. This is one of the ways we provide value in the financial planning process. We always strive to find the most tax-effective strategies to put more money in our clients' pockets. Asset...

We manage assets for individuals and families, providing investment management, and financial planning services.

Our Team

Certified Financial Planner™

Education: BS, US Military Academy West Point, NY

Master Science Business, Boston University

Certified Financial...

Licensed Assistant / Life Insurance Specialist

Education: BA, University of North Carolina at Chapel Hill

Financial Paraplanner Qualified Professional (FPQP)™

 

Joh...

Denice Short grew up in Walled Lake, Michigan and earned a Business Management degree from Michigan State University...

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