What We Do 

We provide comprehensive wealth management planning and retirement plan solutions. As an independent wealth management firm, our freedom allows us to offer an unbiased objective approach to servicing and meeting your financial needs.  We are a service oriented firm that is under no obligation to  utilize proprietary products or services offered by other investment companies.

 

We differentiate ourselves by taking an innovative and focused approach when designing a comprehensive plan, tailored to meet your financial objectives. This allows us to make solid recommendations and allows you to make an informed decision with reliable information on a consistent basis to achieve financial wealth success.

An integrated plan brings together the most important components of your economic lifecycle and sets them in motion in unison. By following a well-balanced strategy that involves tax optimization, pension planning, risk management, portfolio design and asset protection, you may be able to most efficiently meet your needs and objectives. Knowing that financial planning needs to constantly evolve throughout your life, we maintain ongoing communications by being personally accessible to you and your family.

 

It is our goal to become your most trusted and valuable resource. When you engage our services, you are partnering with a wealth management firm that stands by you to help you anticipate and manage your wealth portfolio.  We focus on more than just your investments and believe the greatest value we can provide is to help you manage your ever changing financial landscape.

Contact us today at 248-703-5332 to schedule your consultative meeting. 

 

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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