Broker Check

We offer a cup of coffee...and a second opinion 

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

Financial Planning

We are often asked what a financial plan is, what it does and why should anyone have one?  Additionally, we get the question: "What should I look for in a financial advisor?" We are also asked about financial planning and how we customize plans to the individual.

We have provided the answers to our most frequently asked questions here for your review.


Financial Planning

Our financial planning process is customized to your needs and will help you answer questions like:

  • What kind of legacy will I leave my family?
  • How can I make sure the lifestyle I want in retirement is one I can afford?
  • How much money do I need to retire?
  • What is my current financial outlook?
Learn more

How to Pick an Advisor

We believe there 4 criteria to evaluating an investment firm:

  • Firm type
  • Compensation model
  • Investment strategy
  • The team
Learn more

Women & Investing

Our team recognizes that not everyone's circumstances and life experiences are the same.  Our financial plans for women are built to give confidence today and tomorrow.

Learn more