Our Process

Effective planning requires a commitment of time, effort, and experience, combined with a open conversation and an exchange of information and opinion. It requires trust, which is built over time. Our financial planning process integrates all aspects of your financial landscape, we believe that comprehensive planning begins with laying the foundation for the financial decisions you make in life. We seek to gain a complete understanding of your financial picture by gathering and analyzing your current situation, future, feelings towards investing and family dynamics. We take your complex financial world and make it simple, easy to navigate, understand, and most importantly able to make the right decisions proactively for you and your family.


We follow a 6 Step Approach:


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Securities offered through First Allied Securities, Inc. A Registered Broker/Dealer. Member FINRA / SIPC

Advisory Services offered through First Allied Advisory Services, Inc. A Registered Investment Adviser.                       

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.


800 W Long Lake Road, Suite 210 , MI 48302   248.430-0599