Advisory Services You Can Count On

Let us put our business savvy to work for you. Look to us for smart solutions that help you meet your expectations, or maybe even exceed them. Our focus is to provide you with continuous, reliable support now and for years to come, helping you to realize all your financial goals.

  • Business Consulting—Whether buying or selling a business, look to us for expert guidance on properly structuring the transaction to minimize your tax liability. Additionally, we can assist you with securing financing, business plan development, financial projections and forecasts, analysis of business operations or expansion.

  • Software Consulting—Are you considering purchasing new technology to help your business run more efficiently? Let our tech savvy staff direct you to the solution that best meets your particular needs.

  • Estate Planning—We recognize the importance of planning for the orderly transfer of your assets to your beneficiaries. We can create a well-structured estate plan to ensure your family's security is well protected.

  • Retirement Planning—We can help you reach your goals with proper and consistent planning to ensure financial independence is achieved later in life. We are able to provide investment solutions designed to build wealth and to protect assets—bringing you peace of mind now and in the future.

Client Center


Contact Us

525 W. Warwick, Suite A
Alma, MI 48801

Phone: 989.463.6123
Fax: 989.463.4055

Make an Appointment

Phone: 989.463.6123 • Fax: 989.463.4055