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

    Protect Your Downside

    When the economy takes a turn for the worse, bond mutual funds offer investors a chance to diversify their holdings and dampen risk.

    Don’t Bet Your Life on These Insurance Myths

    Learning about common life insurance misconceptions can help you make one of the most important decisions for those you leave behind.

    Good Time to Keep Going

    Inflation is rising. Home prices are falling. Oil and stock prices are volatile. Could this be a good time to ramp up your retirement savings? You might be surprised at the answer.

    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 @ 05:49 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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