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Fully invested in your success—today and always—with a holistic, coordinated and collaborative approach.
Determine if current policies contribute to financial goals. Maximize this asset as it pertains to taxes, your estate plan and portfolio returns.
Serve as trustee or trustee’s agent to ensure your wishes are carried out.
Conduct independent economic and market research to identify opportunities, risks and solutions.
Construct a strategy to maximize after-tax dollars while working on family goals. Comply with filing requirements.
Develop an investment strategy based on your personal balance sheet. Monitor results and adherence to the strategy based on our proven process.
Create a legacy plan to benefit your family, charitable interest or business.
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A nurturing process to realize growth and expand financial security at each step of your life cycle.
fully invested advisors
A powerful, personal CFO model that puts your goals first and builds financial fitness.
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No proprietary products, no pitches, no sales commissons, just the freedom to go where smart money should and advice to guide wise decisions.
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Being bulletproof is the ability to achieve financial independence, have enough assets to live comfortably in retirement, and provide for your heirs. The road to achieving this starts with your personal balance sheet.
Michigan recently became the 17th state to pass
Domestic Asset Protection Trust (“DAPT”) legislation to aid in
safeguarding trust assets. With the first U.S. state passing this law
back in 1997, Michigan’s estate planning community had been long anticipating this type of legislation.
With 2017 now here, it’s an
opportune time to look at the themes we believe will be meaningful to
the economy, policy, and the capital markets this year. However, we are
mindful of the limits of anyone’s crystal ball, particularly as we
reflect on the events of the past year - many of which defied
conventional wisdom and surprised prognosticators across the globe.
An improving corporate earnings picture and
expectations for a more robust economic expansion fueled a rally in
domestic equities in December; 2016 calendar year returns for the major
U.S. stock indices were up double-digits, with small-caps leading the
The final estimate of Q3 GDP indicated that the economy
grew at a 3.5% clip, well above preliminary estimates. Although
consumption remained a primary driver of growth for the quarter,
consumer spending slowed to 3.0%, as other areas of the economy helped
to boost growth.