We are Michigan’s Retirement Resource

One of the nation's top retirement and income planning firms


Get a no-cost second opinion on your investment portfolio


Get a second opinion on your investment portfolio


Yes, I would like a second opinion but need more information


Yes, I am ready to get a second opinion by taking advantage of a no-obligation portfolio review and receive a FREE copy of "High Tide Action Guide."

Did you Receive an Invitation to one of our Educational Workshops?

If you realize you may well live into your 80’s or 90’s, you know you may need help to develop a real strategy for 20 or more retirement years. Please allow us to present these ways you can own all your tomorrows, by attending an upcoming complimentary dinner seminar.


By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.


We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.