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Getting Started

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We conduct initial and ongoing discovery, to determine a client's financial needs in relation to their individual values; goals; personal, professional and institutional relationships; assets; and interests. Our Financial Advisors then formulate a plan to achieve those goals. If needed, we work with our alliance partners to ensure that each component within the strategy is carefully executed and seamlessly integrated to serve the client's overall purpose.

First Step

Please contact us to schedule a no-obligation appointment for a complimentary review of your investment or retirement portfolios. Call us at (517) 783-1695, email us at or fill out the form below.

Initial Consultation

The first step is an get acquainted meeting wherein a litany of questions from both parties is addressed to determine if there is a fit for moving forward. In the event there appears to be a workable relationship a second meeting is scheduled to delve into more of the details of your current investments and what your need will be beyond the investment portion of the relationship. Both meetings are gratis as are any thereafter if needed to determine if there is a mutual beneficial relationship. In most cases this fit is consummated after two meetings.

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