Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We work with high net worth families and businesses; offering flexible, financial services based on trust, respect and measurable results.  As part of our commitment to providing quality service, we have formed strategic business alliances with several CPAs, banks, insurance agencies, and attorneys in the Detroit area.

As part of our local commitment, we are proud sponsors and members of several organizations, including:

  • EO - Detroit
  • Rotary International - Southgate
  • Knights of Columbus - Grosse Ile