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3471 Sturgis Road
We treat our clients with courtesy and integrity. We uphold the highest ethical and confidentiality standards.
Our mission is to help our clients and their families attain financial reassurance and to make their financial life easier. Thereby allowing them to pursue their interests and dreams. We do this by providing direction and education about their investments, emotional support during periods of market volatility as well as life changes, and sensible investment strategies that help them reach their financial objectives. We offer our clients investment advice and risk management and will provide them with the finest service available in the financial services industry.
Our philosophy is "Customers for Life". A strong and genuine belief in the "customer for life" principle of doing business is what fuels our firm.
Inflation and Your Portfolio
Impact of Taxes and Inflation
Tax Deductions You Won't Believe