Our Services

Specializing in Investments, Insurance, & Financial Planning Strategies for Families and Business Owners.

Investment Screening

Investment Screening

Invest according to faith-based values.

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Financial Education

Financial Education

Targeted wealth management study.

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Family Stewardship

Family Stewardship

Risk management strategies for you.

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Wealth Management

Wealth Management

Wealth management and guidance.

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Estate Strategy

Estate Strategy

Support for every phase of life.

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Retirement Blueprints

Retirement Blueprints

Create your retirement roadmap.

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Speak to a Professional

If you’re ready to work with a financial professional, let’s sit down to talk.

Schedule Consultation
Who We Serve

Who We Serve

Our practice focuses on family building, values-based, and cutting-edge wealth management strategies.

As Dave Ramsey's Oakland County SmartVestor Pro,  we believe in sharing a health perspective on money, as well as supporting disciplined behavior with the Financial Resources that we are blessed to receive.

Investors need more than retirement strategies. We can help you…

Client Centered
  • Get educated and get started on your investment journey.

  • Protect your family and finances at every stage of life.

  • Work with professionals to develop a retirement as unique as you are.

  • Get guidance during periods of change.

Schedule a Complimentary Consultation

If you believe you could benefit from working with a financial professional,  let’s schedule some time together to see if we’re a good match for you.

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