Battle Creek​

(269)441-4143

Jackson​

517-795-2025

77 E Michigan Ave,
Suite 140
Battle Creek, MI 49017

977 Airport Rd.
Jackson, MI 49202

Battle Creek​

(269)441-4090​

Jackson​

517-795-2025

Financial Planning & Wealth Management Services

Wealth Management

Wealth Management Services

Effective wealth management means taking a holistic approach to your finances including your savings, risks, and lifetime[…]

Financial Planning

Battle Creek Financial Planning Firm Serving Clients Throughout South Michigan and the Country Generations Financial Planning […]
Investment Management

Investment Management

Buy and hope is not an investment strategy. We have spent the better part of our combined 20 years in the financial industry researching […]

Estate Planning

The Unified Estate and Gift Tax Credit was raised to $5,340,000 for 2014. This change basically eliminates the estate tax, commonly referred […]

Social Security Planning

Planning the right Social Security strategy is a lot more confusing than most people think. Some of the things that need to be considered […]
Solo 401 K Plan

Solo 401(k) Plans

If you are self-employed and don’t have employees, a solo 401(k) may be the very best way for you to save for retirement and reduce your current […]

Workplace Retirement Plan Management

Many people have a substantial portion of their net worth locked in their company’s retirement plan. This may be called a 401(K), 403(b), […]

How Can We Help

We make it easy for you to understand, invest, and plan financially for the life you want. If you are serious about planning for your future, we want to meet with you. 

Simply fill out a brief survey and we will be in touch to schedule a time to meet

Or call us at (269)-441-4090

Stay connected Us.

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