Services
Dive into our Wealth Management Strategies
Let's Navigate Your Wealth
Comprehensive Financial Planning for a Confident Future
We offer comprehensive financial services designed to meet the unique needs of our clients. When you work with us, you’ll experience a client-centric environment where innovative strategies and tailored strategies drive your financial success.
Wealth Management
Advisory
Our wealth management services, in an advisory relationship, provide comprehensive, personalized advisory strategies to help you achieve your financial goals.
- Regular Portfolio Monitoring and Rebalancing
- Investment Selection Based on Your Risk Tolerance
- Coordination Between Accounts (Holisitic)
- Account View - Personalized Financial Website
- Financial Projections and Planning Based on Tier
- At Minimum 1 Annual Advisor Review / Free 20 Minute Ask Anything Meetings, Texts, Calls
- Minimum Account $100,000-Waived for University and Hospital 403b accounts
Financial Planning
Hourly
For those seeking flexible and targeted financial advice, our hourly financial planning services offer professional guidance on an as-needed basis.
- Investment Planning
- Insurance Protection Planning
- Estate Transfer Strategies
- Retirement Income Planning
Estate Transfer
Strategies
Our estate transfer strategies help to ensure a smooth and efficient transition of your assets, safeguarding your legacy for future generations.
- Facilitate Transfer of Retirement Plans and Other Accounts
- Estate Conservation and Wealth Transfer Planning
- Insurance Proceeds Collection
- New Wealth Coaching
- Stock Certificate Transfers
Other Services
Additional Offerings
Explore our range of additional services designed to meet a variety of financial needs and enhance your overall financial well-being.
- Mutual Funds - Minimum Account $5,000
- Annuities - Minimum Account Varies
- Brokerage Services
- IRA's
- 401(k)'s
- Defined Benefit / Defined Contributions Plans
- Non-Qualified Deferred Compensation
- Executive Benefits
- Employee benefits
- Premature Death Benefits
- 401(k) Planning
U-M Faculty & Staff
Your Retirement Plan Has Its Own Rules
403(b), 457(b), TIAA, Fidelity, the Basic Retirement Plan, the Supplemental Retirement Account — University of Michigan’s benefits are generous and genuinely confusing. We work with U-M employees to make sure contribution strategy, plan selection, and retirement income sequencing are actually coordinated, instead of three separate accounts doing three unrelated things.