We Are For You

if you are looking for
an investment & insurance firm that is

Independent

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Boutique

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Entrepreneurial

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LIVE

life's journey has many paths,
more unknown than known

TAILORED FOR YOU

Our Services for

Clients from all backgrounds and levels of wealth,
as well as businesses of all sizes.

Your Business

Your business has
its distinctive personality and life-cycle,
requiring different strategies
at different stages.

And although,
Business Owners and Businesses
have unique challenges, they also have
unique opportunities.

You & Your Family

Although our lives share similar themes,
each person and family
has their own story and needs
at various stages of their life’s journey.

We look forward to hearing
and understanding your dreams and concerns to best take care of you.

We are service driven, not product driven.
Our wide array of products are only our tools.
(see below) to best serve you.

Your Employees

One of the most important and expensive investments into your business
are your employees.
They take time, energy and resources to
recruit, train and integrate.

Executive Benefits and Employee Benefits
can be an effective way to 
profit from this investment and retain your most cherished employees.

KNOW

you are your greatest asset

OUR TOOLS

Investments, Insurance, Ingenuity

Quality products are best with
proper planning, application and integration.

Investments Products

Including Limited Offerings

Endowment-Style Investing

Offering a vast array of
traditional and alternative
investments
 

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Specialized Tax Incentives

For Your Cash Flow

It's Your Money!

Don’t Miss Out!

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Insurance Products

For Protection & Investment

Know What Insurance Can Do For You

It’s More Than You Think

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Medicare & Medical

Made Easy

Help is Here

We Look Forward to Guiding You
Through The Maze

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SOLUTIONS

Case Studies

Explore…

Get In touch

(518) 399-4188

available from 10:00 – 19:00

Address 3212 River Rd, Frankfort, MI, 49635

Email contact@company.com