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Motor City Office
Auburn Hills, MI

Motor City

Call Us: 248-499-8704

Music City Office
Franklin, TN

Music City

Call Us: 615-567-3056


Live Life by Design: Your Design

To enhance your lives by helping to provide financial clarity and investment confidence, while preserving and protecting the wealth you've built.

By guiding you through a collaborative financial life-planning strategy, it enables informed financial decisions and removes daily market noise, which empowers you to live life by design.