6960 Orchard Lake Road
While we remain in the “Social Distance” era, please let us know if you’d like a Virtual Meeting by phone, tablet, or computer. Keep us posted of any family events that may impact what we recommend. We hope to see you in person soon!Be well, Jon and Team
Sooner or later we find that the people in our lives are what matter most. And, while money isn’t everything, it sure does help. Put your finances on solid ground. Watch your relationships flourish.Better Finances.Better Family.
You’ve been investing for a while now, but can it be better?Get an expert second opinion. Confirm or enhance what you've already done.Make your choices count.
A place for everything, and everything in its place. We help organize key information. Ease your family’s expected and unexpected life events.
Acres of Diamonds
Don’t have one? Unsure? No worries.
First we get to know you and what makes your family tick. Only in doing so can anyone truly diagnose your situation. Next, let our experience and resources be your guide.
Choose smart strategies. Strengthen and improve your financial future.
Are you a Delegator, a Validator, or a Do-It-Yourselfer?
Do you just want us to simply point you in the right direction? Or, do you prefer an expert guide or a financial coach? We’ll match you with the tools to get the job done right.
Help your family avoid life’s pits. Enjoy the fruits of your labor for years to come.
Your answers to questions like these begin to reveal the possible pathways for your success. The income you'll need later on to refresh and sustain life's journey will come from investments you "plant" along the way. Knowing what to plant and how to nurture, grow, and protect them is crucial.
Have a smart strategy … and stick to it. Produce a bountiful crop of income when you need it most.
Discover an array of services for all your financial needs.
Smart investing shouldn’t perplex, puzzle or confound. Our straightforward strategies may help you avoid even the deepest of life’s gotchas.
Live comfortably. Let us help you build a smart retirement strategy to keep you excited for what’s to come.
Effective estate management enables you to handle your affairs during your lifetime and beyond. Use our experience and sharpened tools to help secure your legacy for generations to come.
Let us help create a risk management and insurance strategy that makes sense for you. Life throws curveballs. Plan for the best, but prepare for the worst.
Better Finances. Better Family.
Curated articles, videos, and more. Be a financially savvier you.
Paying Off a Credit Card
What is the Value of Your Business?
What to Look for in Personal Finance Apps
We're all going to pass that final milestone some day. Do your loved ones know what to do when your gone? Or, what if you're still here but have dementia? Take action to ease these concerns. This eBook explores key elements for your estate strategy.