We understand the unique financial needs and goals of our farming community and provide financial planning for many northern Michigan farmers.

Preserving what you have while planning for the next generation. We help our clients maintain and grow their wealth as well as find suitable strategies to pass that wealth on.

Retirement today has little resemblance to the retirements of even a few years ago. We will help to create a retirement plan that takes into account your dreams and goals.

We want to know you, and what sparks your inner peace; only then can we craft a financial strategy that matches your needs. 

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Serving the greater Grand Traverse area for over 20 years. We are invested in our community.