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Macomb Office:   16800 24 Mile Rd., Ste. #1, Macomb, MI 48042

Oxford Office:      20 Hudson St., Oxford, MI 48371                                           

Phone: (586) 781-7170

Products and Services

We provide assistance in the following areas:

Investments


  • Mutual Funds
  • Variable Annuities
  • Fixed Annuties
  • Index Annuities
  • Stocks
  • Bonds
  • Alternative Investments
  • REITS
  • Structured Products
  • Government Securities
  • Separately Managed Accounts
  • Private Money Managers

Financial Planning


  • Customized Financial Plans
  • 401 (k), 403 (b), and 457 Rollover Planning
  • Personalized Retirement Income Plans
  • College Planning
  • Estate Planning
  • Roth IRA
  • Traditional IRA

Insurance

  • Life Insurance
  • Term Insurance 
  • Whole Life Insurance 
  • Variable Life Insurance 
  • Long Term Care Insurance 
  • Disability Insurance 

Business Planning


  • Retirement Plans 
  • 401(k) Plans 
  • 403(b) Plans 
  • Profit Sharing Plans 
  • Cash Balance Plans 
  • Simple IRA 
  • SEP IRA 
  • Individual 401(k) Plans