6960 Orchard Lake Road
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For your financial plan, account review, or first-time meeting, simply let us know what you prefer ... Zoom ... Phone ... or In-Person (when possible).
All the best, Jon and Team
At some point we all realize that the people in our life are what matter most. So while money isn’t everything, it sure can help. Put your finances on solid ground. Watch your relationships thrive.Better Finances.Better Family.
You’re invested. But, is it cost-efficient? Can it be better?Get an expert second opinion.Make your choices count.
A place for everything, and everything in its place. Is your key information organized? We can help. Ease your family’s expected ( and unexpected ) life events.
Acres of Diamonds
Encore Careers: Push Your Boundaries
Ready for your retirement? Already there? Find out why many are considering encore careers and push your boundaries into something more. Ask us.
Do you have one? Unsure? We can help.
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 Do-It-Yourselfer? Or a Delegator?
Do you 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 right tools for your job.
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.
Year-End Charitable Gifting and You
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Surprise! You’ve Got Money!
We'll all pass that final milestone some day. Do your loved ones know what to do when you're gone? But, what if you get dementia? Act now to ease your family's concerns. This eBook explores key elements for your estate strategy.