Our Difference to You

We take a tax-focused approach to planning and investing. We specialize in helping business owners and pre/post retirees strategize ways to minimize their tax burden over a lifetime. This involves a review process with an annual checklist for your personal situation with items like Roth conversions, tax-loss harvesting and maxing out certain accounts like 401(k), IRAs, HSAs, 529s, etc. This all, of course, is in conjunction with your tax professional.

EXPERIENCE + LONGEVITY

Combined, we have more than two decades of experience in the financial services industry and manage over $100,000,000 of client assets out of our branch. More importantly, neither of us plan on retiring for 30+ years. You can feel confident that as we grow together over the years, that we don’t plan to pass off our relationships to another advisor.

BRANCH LOCATION

Our branch office is in Harrison Township, Michigan where we have long family roots. We have relationships with many different offices all over southeast Michigan where we can meet with you. Not to mention the advancements in technology that have allowed us to easily communicate without being face-to-face.

Raymond James does not provide tax or legal advice. Please discuss these matters with the appropriate professional.