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.


Blue Cross Individual Health Insurance

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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Sorting Long-Term-Care Myth from Fact

What you think you know about long-term care might actually be based on myths and half-truths that could lead you to make poor decisions about the type of care that you may need.

Should Your Portfolio Have a Conscience?

Socially responsible investing has been around at least since the 1960s, but it seems to be getting more attention lately.

Heir-Tight Estate Conservation

An incentive trust can help reinforce the lessons you taught your children during your life.

What Would Warren Do?

Investors who are uncertain how to react to bad news and troubling economic indicators could find themselves making matters worse with wrong moves that serve only to make them feel better. How does the world's top investor, Warren Buffett, react to market volatility?

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August 07, 2008 @ 08:18 PM

Dow Jones Industrials 11,431.43- 224.64
Dow Jones Transportation 5015- 103.81
Dow Jones Utilities 464.35- 2.20
Nasdaq Composite 2,354.35- 24.02
Nasdaq 100 1,878.42- 16.79
S&P 500 1,266.14- 23.05
S&P Mid-Cap 400 795.90- 12.63
S&P Small-Cap 600 374.36- 5.85
Russell 2000 713.41- 12.49
NYSE Composite 8,331.86- 169.58
AMEX Composite 2,100.25- 37.50
10 Year Treasury Note 3.94- 0.11
Wilshire 5000 12,905.73- 228.61

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