Financial Consulting Practice

Our comprehensive financial planning, consulting, and investment management service is designed to support virtually all your financial objectives.

Services and Expertise

• Financial goal planning, consulting and solutions
• Portfolio analysis, performance measurement, and risk assessment
• Investment management
• Cash flow and liability/debt management
• Risk management / insurance analysis and implementation
• Educational funding planning and implementation
• Retirement planning and implementation
• Estate planning
• Tax minimization strategies

Comprehensive Financial Counseling Process

Our Comprehensive Financial Counseling process is designed to help you achieve virtually every aspect of your financial goals and objectives. We meet with you to identify your financial needs and goals, consider when you need to achieve each one, and evaluate how much risk you are willing to assume as we help you work toward your goals. We then continuously monitor our progress to achieving your goals in a timely fashion.

We provide a holistic comprehensive “one stop shop” approach and work side by side with all of your advisors, such as CPAs and attorneys, or by recommending experts in specialized areas as needed, to complete our analysis and implement the strategies to achieve your goals.

Our asset management and custody relationships have been selected through the completion of years of significant research and experience. All client asset custody and investment administration services are provided through our vendor relationships with Sigma Financial Corporation of Ann Arbor, First Clearing, LLC a subsidiary of Wells Fargo Bank and Fidelity Investments.

To learn more about these services and relationships, see our ASSET CUSTODY AND ADMINISTRATIVE SERVICES page.

Additional Services

• Sale of a business interest / property settlement
• Risk management assessment and reduction: Life, health, disability and long term care insurance
• Small business retirement plan selection and implementation
• Business succession planning and implementation
• Education financial planning and implementation
• Retirement planning and implementation
• Estate planning and implementation
• Tax minimization strategies and implementation

Resources

• Financial Information Worksheet
• Risk Tolerance Assessment