What kind of advisor we are

We're fiduciaries, which means we're legally bound to recommend what's best for you rather than what pays best. We manage investment portfolios in the stock market, and we're licensed to use insurance products for guaranteed income. Having both under one roof is the point: a plan built from only one side is a plan with a blind spot.

What working with us looks like

A dedicated advisor. One person learns your goals, health, family and lifestyle, and stays with you year after year.
A written plan before you commit. Investments, income, taxes, fees, Social Security, Medicare and long-term care, in plain English.
Transparent cost. Advisory fees in dollars. Insurance compensation disclosed. No surprises.
Annual reviews. The plan is reviewed with you every year and adjusted as life changes.

Who we serve

Most of our clients are between 55 and 70, many retiring from Michigan's auto companies, hospitals and universities with large 401(k) balances, pensions and company stock. We also work with clients across the country by Zoom and through our patent-pending Advisor in a Box, which puts your advisor on your own television with one button.

Credentials and recognition

Accredited A+ by the Better Business Bureau. Endorsed by former U.S. Comptroller General David M. Walker and retirement economist Dr. Moshe Milevsky. The Panic Proof Retirement Show™ aired on CNBC and Fox Business, and our founder has been quoted in Forbes and The Wall Street Journal.