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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    Newsletters

    HOT TOPIC: Understanding the Three New U.S. Trade Agreements

    Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

    Balancing Stability and Growth

    An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

    Tax Law Keeps S Corporations Attractive

    S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

    Tax Changes for 2012

    Mandatory annual inflation adjustments generally affect federal income tax brackets, retirement plan contribution limits, and estate tax exemption levels. Here are some of the major changes that could affect readers in 2012, with a table showing 2012 income thresholds for the six federal income tax brackets.

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