Our Focus

Although we welcome and provide services to all types of clients, we have extensive experience in retirement planning for employees of General Motors, the State of Michigan and the City of Lansing. For over 17 years, we have taught various pre-retirement and money management classes for GM and developed a reputation as a premier organization that helps their employees transition to retirement. We’ve also been frequent speakers and guest presenters at conferences and organizations in Michigan and Illinois. Our client relationships last for decades, because we are not only helping you plan for retirement, we are also helping you through retirement.

Our knowledge and experience also includes the teaching profession. If you are a teacher and want to work with someone who knows and has a clear understanding of the Michigan Public School Employees Retirement System, we can help.

If you have any questions about your current financial situation or wish to schedule an appointment, don’t hesitate to send us an email or give us a call at (517) 484-4884. We look forward to speaking with you and helping you take that first step.