Investments
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)