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Our Mission

Better Finances.  Better Family.

We all know money does not bring lasting happiness, and yet it’s critical to accomplishing much in life.  We also know that finances can add significant stress in any relationship. 

Our mission is to help you visualize what a solid "financial house" looks like.  With this vision, or "target", in place it becomes so much simpler to hit what you aim at.  As part of your family’s team we can help you work towards your goals, and likely with much less stress.  Better Finances.  Better Family.

"The more I learn, the more I realize how much I don't know." - Albert Einstein

Our GRO Process

Our GRO Process

GATHER Information -
Simply put, we get to know you and what you need and want. 

RESEARCH & Development -
Your situation is analyzed before we present a blueprint of smart, straightforward strategies.   

ORGANIZE -
Implement and monitor the critical pieces of your financial house.


Choice and flexibility.  Growth and protection.  Income in retirement.  Tax planning for now and later.  Pass on your values beyond the value of your accounts.

Our History

Our History

Our roots go back more than 50 years helping physicians, business owners, and healthcare professionals.  We’ve been working with Beaumont physicians and executives since 1980, expanding to other Beaumont professionals in 1991.

While some aspects of markets, investments, and strategies remain the same, other aspects continue to evolve at a rapid pace.  We've surrounded ourselves with an extensive, knowledgeable team that continues to learn so they can better put this knowledge to bear on your own blend of needs and wants.

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