Ben Franklin once said, " An investment in knowledge pays the best interest."

With this in mind, we would like to invite you to a complimentary consultation to review some of the investment options available to you.

Whether you're planning for retirement or saving for future educational costs, a diversified portfolio may offer more growth potential. Diversification, in and of itself, does not ensure a profit or protect against a loss in declining markets. Together, though, we can evaluate different investments and discuss the ones best-suited to your financial objectives.

There is absolutely no cost or obligation for the initial consultation. For more information, or to set up an appointment at your convenience call 248-446-8620.

Some of the products we offer are:

  • Mutual Funds
  • Variable Annuities
  • Unit Investment Trusts
  • Section 529 Plans
  • Mutual Fund Wrap Programs
  • Traditional Separately Managed Accounts (SMA)
  • Unified Managed Accounts (UMA)