Professional Insurance & Investments
Professional Insurance & Investments

Welcome and thank you for visiting!

Our mission is to help individuals develop financial objectives, know and understand their insurance policies, and ensure their safety with self made plans that help you the client be prepared and ready for the future.

Our goal is to help you make informed and wise decisions about issues that affect your financial well being so you can achieve financial freedom and be able to take on whatever might happen.

We hope you find this site informative, eye opening, and useful. Please contact us today if you have any questions about your insurance policy or want to schedule an appointment with one of our certified financial representatives.

We look forward to hearing from you.

We have representatives in this office licensed and registered to offer products and services in [MI]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Learning Center

A library of tools to educate you on a wide variety of financial topics.

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Newsletters

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics.

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Income Annuities Guide

Find out if income annuities can play a role in your retirement plan.

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Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

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Newsletters

Protect Your Business with a Disaster Readiness Plan

Most people think of hurricanes, tornados, and earthquakes as events that could seriously affect the operations of a business and result in shortages of goods and materials. But even a fire or a flood in the warehouse can cause operations to come to a grinding halt. By one estimate, one-quarter of businesses never reopen after a major calamity.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

Building a Business Versus Building Wealth

The market for small businesses has been less than ideal over the past few years. Thus a business owner's efforts to build a successful business may not always translate to an increase in personal wealth. One way to insulate a business owner's personal financial situation from the fluctuating small-business market is by investing outside the company.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

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