We Provide Quality Individual and Business Financial Planning, Health Insurance and Employee Benefits

We offer a comprehensive line of products and services, as well as diverse financial expertise. We are located in Mount Clemens, Macomb County, MI. From Health Care Insurance needs to 401k’s, retirement rollovers, college 529 funding , Long Term Care (LTC) Plans or estate planning, we’re committed to helping you accomplish your long-term financial and expense objectives.


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    Calculators

    Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

    College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

    Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

    More Calculators →

    Newsletters

    Measuring the Jobs Situation

    Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

    The Benefits of Social Security

    Take this quiz to assess how much you know about Social Security benefits.

    HOT TOPIC: New Year, Higher Taxes?

    After the Waterford Crystal ball descends in Times Square on New Year’s Eve, most people will see their taxes ascending for 2011 — at least that’s the current situation. Find out how high they could go.

    Fixed Annuities May Offer Stability

    A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

    More Newsletters →