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?

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    Newsletters

    Averaging for Dollars

    Dollar-cost averaging is a method of investing that may enable you to achieve a lower average cost per share over time.

    Leaving Memories, Not a Mess

    Although it is not a legal document, a letter of instructions enables you to clearly describe your preferences for a variety of issues, such as organ donations, memorial/funeral arrangements, and other details that are not specified in a will or a trust.

    Variables You Can Count On

    One way to pursue gains in the stock market while also limiting downside risks is through the use of living benefit guarantees that are offered with some variable annuities (for an additional cost).

    What’s in It for You?

    The Economic Stimulus Act of 2008 contained favorable provisions that will benefit small business. It appears that the government wants to inspire businesses to spend freely, too.

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    Market Watch

    July 04, 2009 @ 05:47 PM

    Dow Jones Industrials 8,280.74- 223.32
    Dow Jones Transportation 3,158.74- 119.69
    Dow Jones Utilities 350.69- 10.96
    Nasdaq Composite 1,796.52- 49.20
    Nasdaq 100 1,446.28- 35.06
    S&P 500 896.42- 26.91
    S&P Mid-Cap 400 565.03- 19.21
    S&P Small-Cap 600 263.12- 11.11
    Russell 2000 497.21- 20.25
    NYSE Composite 5,775.24- 178.77
    AMEX Composite 1,567.05- 26.32
    10 Year Treasury Note 3.50- 0.05
    Wilshire 5000 9,201.07- 276.51

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